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 | $157,221 | $82,664+90.2% | $125,339+25.4% | $68,494+129.5% |
| Participation rate | 84.1% | 75.0%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,761 | $3,381+129.5% | $4,814+61.2% | $2,596+198.9% |
| Participant deferral / active EE | $5,747 | $6,110-6.0% | $7,446-22.8% | $4,027+42.7% |
| Admin fee / account holder | $15,080 | $6,275+140.3% | $10,010+50.7% | $5,403+179.1% |