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 | $134,242 | $59,107+127.1% | $86,436+55.3% | $68,494+96.0% |
| Participation rate | 97.4% | 75.2%+22.2pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -17.59% | -0.23%-17.4pp | 4394.89%-4412.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,236 | $2,519+68.2% | $3,769+12.4% | $2,596+63.1% |
| Participant deferral / active EE | $8,270 | $5,901+40.1% | $6,952+19.0% | $4,027+105.4% |
| Admin fee / account holder | $29,617 | $5,637+425.4% | $6,731+340.0% | $5,403+448.2% |