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 | $202,437 | $110,094+83.9% | $151,611+33.5% | $68,494+195.6% |
| Participation rate | 98.2% | 84.0%+14.3pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -17.57% | -10.12%-7.4pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,609 | $4,471+47.8% | $6,166+7.2% | $2,596+154.5% |
| Participant deferral / active EE | $11,257 | $6,527+72.5% | $8,363+34.6% | $4,027+179.5% |
| Admin fee / account holder | $878 | $7,719-88.6% | $11,616-92.4% | $5,403-83.7% |