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 | $151,783 | $82,664+83.6% | $125,339+21.1% | $68,494+121.6% |
| Participation rate | 93.5% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -14.41% | -5.97%-8.4pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $4,970 | $3,381+47.0% | $4,814+3.2% | $2,596+91.4% |
| Participant deferral / active EE | $9,151 | $6,110+49.8% | $7,446+22.9% | $4,027+127.2% |
| Admin fee / account holder | $31,318 | $6,275+399.1% | $10,010+212.9% | $5,403+479.7% |