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 | $164,860 | $57,354+187.4% | $83,848+96.6% | $64,186+156.8% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.4pp | 69.6%+28.9pp |
| Annual return | -5.85% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $16,951 | $2,545+566.0% | $3,631+366.9% | $2,381+612.0% |
| Participant deferral / active EE | $1,456 | $2,993-51.3% | $4,082-64.3% | $3,470-58.0% |
| Admin fee / account holder | $6,813 | $4,046+68.4% | $5,478+24.4% | $4,888+39.4% |