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 | $174,260 | $82,664+110.8% | $125,339+39.0% | $68,494+154.4% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -17.92% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,003 | $3,381-70.3% | $4,814-79.2% | $2,596-61.4% |
| Participant deferral / active EE | $12,778 | $6,110+109.1% | $7,446+71.6% | $4,027+217.3% |
| Admin fee / account holder | $1,150 | $6,275-81.7% | $10,010-88.5% | $5,403-78.7% |