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 | $142,238 | $81,900+73.7% | $119,609+18.9% | $68,494+107.7% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.3pp | 67.9%+29.7pp |
| Annual return | -17.69% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,020 | $2,693+49.2% | $4,232-5.0% | $2,596+54.8% |
| Participant deferral / active EE | $9,796 | $4,148+136.2% | $5,602+74.9% | $4,027+143.3% |
| Admin fee / account holder | $30,189 | $6,582+358.7% | $10,323+192.4% | $5,403+458.8% |