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 | $171,661 | $82,664+107.7% | $125,339+37.0% | $68,494+150.6% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -11.22% | -5.97%-5.2pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $8,408 | $3,381+148.7% | $4,814+74.7% | $2,596+223.8% |
| Participant deferral / active EE | $7,146 | $6,110+16.9% | $7,446-4.0% | $4,027+77.4% |
| Admin fee / account holder | $1,505 | $6,275-76.0% | $10,010-85.0% | $5,403-72.1% |