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 | $210,121 | $82,664+154.2% | $125,339+67.6% | $68,494+206.8% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $17,596 | $3,381+420.4% | $4,814+265.5% | $2,596+577.7% |
| Participant deferral / active EE | $11,978 | $6,110+96.0% | $7,446+60.9% | $4,027+197.4% |
| Admin fee / account holder | $37,090 | $6,275+491.0% | $10,010+270.5% | $5,403+586.5% |