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 | $244,121 | $82,664+195.3% | $125,339+94.8% | $68,494+256.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $12,368 | $3,381+265.8% | $4,814+156.9% | $2,596+376.4% |
| Participant deferral / active EE | $8,654 | $6,110+41.6% | $7,446+16.2% | $4,027+114.9% |
| Admin fee / account holder | $2,050 | $6,275-67.3% | $10,010-79.5% | $5,403-62.1% |