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 | $164,946 | $82,664+99.5% | $125,339+31.6% | $68,494+140.8% |
| Participation rate | 98.4% | 75.0%+23.4pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,381 | $3,381-29.6% | $4,814-50.5% | $2,596-8.3% |
| Participant deferral / active EE | $11,339 | $6,110+85.6% | $7,446+52.3% | $4,027+181.6% |
| Admin fee / account holder | $27,353 | $6,275+335.9% | $10,010+173.3% | $5,403+406.3% |