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 | $196,901 | $82,664+138.2% | $125,339+57.1% | $68,494+187.5% |
| Participation rate | 91.2% | 75.0%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -14.26% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $6,246 | $3,381+84.7% | $4,814+29.8% | $2,596+140.6% |
| Participant deferral / active EE | $8,547 | $6,110+39.9% | $7,446+14.8% | $4,027+112.2% |
| Admin fee / account holder | $19,182 | $6,275+205.7% | $10,010+91.6% | $5,403+255.0% |