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 | $242,360 | $82,664+193.2% | $125,339+93.4% | $68,494+253.8% |
| Participation rate | 95.8% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+27.9pp |
| Annual return | -14.60% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,829 | $3,381+13.2% | $4,814-20.5% | $2,596+47.5% |
| Participant deferral / active EE | $11,705 | $6,110+91.6% | $7,446+57.2% | $4,027+190.7% |
| Admin fee / account holder | $16,849 | $6,275+168.5% | $10,010+68.3% | $5,403+211.9% |