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 | $147,631 | $82,664+78.6% | $125,339+17.8% | $68,494+115.5% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -15.81% | -5.97%-9.8pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,994 | $3,381+18.1% | $4,814-17.0% | $2,596+53.8% |
| Participant deferral / active EE | $10,704 | $6,110+75.2% | $7,446+43.7% | $4,027+165.8% |
| Admin fee / account holder | $5,078 | $6,275-19.1% | $10,010-49.3% | $5,403-6.0% |