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 | $143,620 | $49,177+192.0% | $79,464+80.7% | $64,186+123.8% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.6%+21.9pp |
| Annual return | -7.98% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,164 | $2,076+100.5% | $2,800+48.7% | $2,381+74.9% |
| Participant deferral / active EE | $10,137 | $2,821+259.3% | $3,704+173.7% | $3,470+192.2% |
| Admin fee / account holder | $3,650 | $3,839-4.9% | $5,113-28.6% | $4,888-25.3% |