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 | $186,267 | $54,350+242.7% | $82,719+125.2% | $68,494+171.9% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -15.00% | -13.67%-1.3pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,292 | $2,218+183.6% | $3,009+109.1% | $2,596+142.3% |
| Participant deferral / active EE | $9,333 | $3,246+187.5% | $4,395+112.4% | $4,027+131.8% |
| Admin fee / account holder | $4,200 | $4,395-4.4% | $5,329-21.2% | $5,403-22.3% |