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 | $233,539 | $82,664+182.5% | $125,339+86.3% | $68,494+241.0% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -17.82% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,545 | $3,381-54.3% | $4,814-67.9% | $2,596-40.5% |
| Participant deferral / active EE | $7,056 | $6,110+15.5% | $7,446-5.2% | $4,027+75.2% |
| Admin fee / account holder | $14,461 | $6,275+130.4% | $10,010+44.5% | $5,403+167.7% |