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 | $186,519 | $82,664+125.6% | $125,339+48.8% | $68,494+172.3% |
| Participation rate | 93.6% | 75.0%+18.6pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $4,923 | $3,381+45.6% | $4,814+2.3% | $2,596+89.6% |
| Participant deferral / active EE | $14,088 | $6,110+130.6% | $7,446+89.2% | $4,027+249.8% |
| Admin fee / account holder | $55,169 | $6,275+779.1% | $10,010+451.2% | $5,403+921.1% |