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 | $159,798 | $82,664+93.3% | $125,339+27.5% | $68,494+133.3% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -18.87% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,297 | $3,381-2.5% | $4,814-31.5% | $2,596+27.0% |
| Participant deferral / active EE | $10,546 | $6,110+72.6% | $7,446+41.6% | $4,027+161.9% |
| Admin fee / account holder | $22,803 | $6,275+263.4% | $10,010+127.8% | $5,403+322.1% |