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 | $187,183 | $82,664+126.4% | $125,339+49.3% | $68,494+173.3% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -14.32% | -5.97%-8.3pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $7,627 | $3,381+125.6% | $4,814+58.4% | $2,596+193.7% |
| Participant deferral / active EE | $9,819 | $6,110+60.7% | $7,446+31.9% | $4,027+143.8% |
| Admin fee / account holder | $12,343 | $6,275+96.7% | $10,010+23.3% | $5,403+128.5% |