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 | $167,259 | $82,664+102.3% | $125,339+33.4% | $68,494+144.2% |
| Participation rate | 98.3% | 75.0%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | 8.77% | -5.97%+14.7pp | 572.05%-563.3pp | -7.84%+16.6pp |
| Employer contribution / active EE | $5,496 | $3,381+62.6% | $4,814+14.2% | $2,596+111.7% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,138 | $6,275-34.1% | $10,010-58.7% | $5,403-23.4% |