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 9-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 | $152,754 | $71,883+112.5% | $86,677+76.2% | $68,494+123.0% |
| Participation rate | 89.8% | 72.2%+17.6pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -16.81% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $10,567 | $2,173+386.3% | $2,836+272.5% | $2,596+307.0% |
| Participant deferral / active EE | $8,302 | $3,779+119.7% | $4,656+78.3% | $4,027+106.2% |
| Admin fee / account holder | $4,252 | $6,112-30.4% | $7,493-43.2% | $5,403-21.3% |