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 | $140,323 | $82,664+69.8% | $125,339+12.0% | $68,494+104.9% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,520 | $3,381+33.7% | $4,814-6.1% | $2,596+74.1% |
| Participant deferral / active EE | $10,004 | $6,110+63.7% | $7,446+34.3% | $4,027+148.4% |
| Admin fee / account holder | $5,823 | $6,275-7.2% | $10,010-41.8% | $5,403+7.8% |