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 | $154,078 | $82,664+86.4% | $125,339+22.9% | $68,494+124.9% |
| Participation rate | 84.3% | 75.0%+9.2pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -17.12% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,456 | $3,381+90.9% | $4,814+34.1% | $2,596+148.7% |
| Participant deferral / active EE | $14,684 | $6,110+140.3% | $7,446+97.2% | $4,027+264.6% |
| Admin fee / account holder | $2,370 | $6,275-62.2% | $10,010-76.3% | $5,403-56.1% |