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 | $154,585 | $82,664+87.0% | $125,339+23.3% | $68,494+125.7% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -16.08% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $10,054 | $3,381+197.4% | $4,814+108.9% | $2,596+287.3% |
| Participant deferral / active EE | $8,746 | $6,110+43.1% | $7,446+17.5% | $4,027+117.2% |
| Admin fee / account holder | $4,414 | $6,275-29.7% | $10,010-55.9% | $5,403-18.3% |