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 | $122,816 | $49,177+149.7% | $79,464+54.6% | $64,186+91.3% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -8.04% | -1.16%-6.9pp | 718.14%-726.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $8,181 | $2,076+294.0% | $2,800+192.1% | $2,381+243.6% |
| Participant deferral / active EE | $8,088 | $2,821+186.7% | $3,704+118.4% | $3,470+133.1% |
| Admin fee / account holder | $5,579 | $3,839+45.3% | $5,113+9.1% | $4,888+14.1% |