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 | $186,037 | $54,350+242.3% | $82,719+124.9% | $68,494+171.6% |
| Participation rate | 79.1% | 63.9%+15.2pp | 72.6%+6.5pp | 67.9%+11.2pp |
| Annual return | -17.10% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $823 | $2,218-62.9% | $3,009-72.6% | $2,596-68.3% |
| Participant deferral / active EE | $5,242 | $3,246+61.5% | $4,395+19.3% | $4,027+30.2% |
| Admin fee / account holder | $15,896 | $4,395+261.7% | $5,329+198.3% | $5,403+194.2% |