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 | $139,588 | $82,664+68.9% | $125,339+11.4% | $68,494+103.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $9,447 | $3,381+179.4% | $4,814+96.3% | $2,596+263.9% |
| Participant deferral / active EE | $13,942 | $6,110+128.2% | $7,446+87.2% | $4,027+246.2% |
| Admin fee / account holder | $2,278 | $6,275-63.7% | $10,010-77.2% | $5,403-57.8% |