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 | $114,355 | $82,664+38.3% | $125,339-8.8% | $68,494+67.0% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $7,998 | $3,381+136.5% | $4,814+66.2% | $2,596+208.0% |
| Participant deferral / active EE | $3,277 | $6,110-46.4% | $7,446-56.0% | $4,027-18.6% |
| Admin fee / account holder | $881 | $6,275-86.0% | $10,010-91.2% | $5,403-83.7% |