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 | $190,571 | $110,094+73.1% | $151,611+25.7% | $68,494+178.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.45% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $8,068 | $4,471+80.5% | $6,166+30.9% | $2,596+210.8% |
| Participant deferral / active EE | $28,355 | $6,527+334.4% | $8,363+239.0% | $4,027+604.1% |
| Admin fee / account holder | $13,427 | $7,719+74.0% | $11,616+15.6% | $5,403+148.5% |