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 | $195,633 | $82,664+136.7% | $125,339+56.1% | $68,494+185.6% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.3pp | 67.9%+24.7pp |
| Annual return | -14.32% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $9,405 | $3,381+178.2% | $4,814+95.4% | $2,596+262.2% |
| Participant deferral / active EE | $11,133 | $6,110+82.2% | $7,446+49.5% | $4,027+176.4% |
| Admin fee / account holder | $4,417 | $6,275-29.6% | $10,010-55.9% | $5,403-18.2% |