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 | $181,051 | $82,664+119.0% | $125,339+44.4% | $68,494+164.3% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,824 | $3,381-46.1% | $4,814-62.1% | $2,596-29.8% |
| Participant deferral / active EE | $9,406 | $6,110+53.9% | $7,446+26.3% | $4,027+133.6% |
| Admin fee / account holder | $10,178 | $6,275+62.2% | $10,010+1.7% | $5,403+88.4% |