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 | $145,518 | $72,404+101.0% | $110,238+32.0% | $64,186+126.7% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | -6.86% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $12,805 | $2,282+461.3% | $3,826+234.7% | $2,381+437.9% |
| Participant deferral / active EE | $4,112 | $3,469+18.5% | $4,672-12.0% | $3,470+18.5% |
| Admin fee / account holder | $1,930 | $5,664-65.9% | $8,547-77.4% | $4,888-60.5% |