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 | $172,518 | $82,664+108.7% | $125,339+37.6% | $68,494+151.9% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -16.24% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,076 | $3,381+79.7% | $4,814+26.2% | $2,596+134.0% |
| Participant deferral / active EE | $14,530 | $6,110+137.8% | $7,446+95.1% | $4,027+260.8% |
| Admin fee / account holder | $10,715 | $6,275+70.7% | $10,010+7.0% | $5,403+98.3% |