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 | $152,984 | $82,664+85.1% | $125,339+22.1% | $68,494+123.4% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -12.15% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $8,630 | $3,381+155.2% | $4,814+79.3% | $2,596+232.4% |
| Participant deferral / active EE | $15,211 | $6,110+148.9% | $7,446+104.3% | $4,027+277.7% |
| Admin fee / account holder | $4,698 | $6,275-25.1% | $10,010-53.1% | $5,403-13.0% |