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 | $172,554 | $81,900+110.7% | $119,609+44.3% | $68,494+151.9% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -15.86% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $11,279 | $2,693+318.8% | $4,232+166.5% | $2,596+334.4% |
| Participant deferral / active EE | $5,830 | $4,148+40.6% | $5,602+4.1% | $4,027+44.8% |
| Admin fee / account holder | $4,984 | $6,582-24.3% | $10,323-51.7% | $5,403-7.8% |