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 | $137,298 | $82,664+66.1% | $125,339+9.5% | $68,494+100.5% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,053 | $3,381+79.0% | $4,814+25.8% | $2,596+133.1% |
| Participant deferral / active EE | $14,217 | $6,110+132.7% | $7,446+90.9% | $4,027+253.0% |
| Admin fee / account holder | $13,985 | $6,275+122.8% | $10,010+39.7% | $5,403+158.8% |