See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,053 | $82,664+119.0% | $125,339+44.5% | $68,494+164.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -14.78% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,705 | $3,381+68.7% | $4,814+18.5% | $2,596+119.7% |
| Participant deferral / active EE | $10,085 | $6,110+65.1% | $7,446+35.4% | $4,027+150.4% |
| Admin fee / account holder | $11,273 | $6,275+79.6% | $10,010+12.6% | $5,403+108.6% |