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 | $167,730 | $82,664+102.9% | $125,339+33.8% | $68,494+144.9% |
| Participation rate | 97.3% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,628 | $3,381-22.3% | $4,814-45.4% | $2,596+1.2% |
| Participant deferral / active EE | $10,003 | $6,110+63.7% | $7,446+34.3% | $4,027+148.4% |
| Admin fee / account holder | $3,562 | $6,275-43.2% | $10,010-64.4% | $5,403-34.1% |