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 | $246,884 | $82,664+198.7% | $125,339+97.0% | $68,494+260.4% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,252 | $3,381+114.5% | $4,814+50.7% | $2,596+179.3% |
| Participant deferral / active EE | $9,420 | $6,110+54.2% | $7,446+26.5% | $4,027+133.9% |
| Admin fee / account holder | $55,239 | $6,275+780.2% | $10,010+451.9% | $5,403+922.4% |