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 | $143,734 | $72,404+98.5% | $110,238+30.4% | $64,186+123.9% |
| Participation rate | 98.5% | 73.3%+25.1pp | 79.8%+18.6pp | 69.6%+28.9pp |
| Annual return | -2.59% | -6.29%+3.7pp | 314.74%-317.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,980 | $2,282+74.4% | $3,826+4.0% | $2,381+67.2% |
| Participant deferral / active EE | $8,297 | $3,469+139.1% | $4,672+77.6% | $3,470+139.1% |
| Admin fee / account holder | $3,175 | $5,664-43.9% | $8,547-62.9% | $4,888-35.0% |