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 6-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 | $179,568 | $71,883+149.8% | $86,677+107.2% | $68,494+162.2% |
| Participation rate | 98.5% | 72.2%+26.3pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | -17.11% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $8,752 | $2,173+302.8% | $2,836+208.6% | $2,596+237.1% |
| Participant deferral / active EE | $7,757 | $3,779+105.3% | $4,656+66.6% | $4,027+92.6% |
| Admin fee / account holder | $9,680 | $6,112+58.4% | $7,493+29.2% | $5,403+79.2% |