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 | $203,176 | $82,664+145.8% | $125,339+62.1% | $68,494+196.6% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -15.33% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,365 | $3,381+29.1% | $4,814-9.3% | $2,596+68.1% |
| Participant deferral / active EE | $7,938 | $6,110+29.9% | $7,446+6.6% | $4,027+97.1% |
| Admin fee / account holder | $1,738 | $6,275-72.3% | $10,010-82.6% | $5,403-67.8% |