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 | $167,641 | $82,664+102.8% | $125,339+33.8% | $68,494+144.8% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -13.21% | -5.97%-7.2pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $11,066 | $3,381+227.3% | $4,814+129.9% | $2,596+326.2% |
| Participant deferral / active EE | $12,811 | $6,110+109.7% | $7,446+72.0% | $4,027+218.1% |
| Admin fee / account holder | $7,807 | $6,275+24.4% | $10,010-22.0% | $5,403+44.5% |