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 | $185,259 | $82,664+124.1% | $125,339+47.8% | $68,494+170.5% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -0.45% | -5.97%+5.5pp | 572.05%-572.5pp | -7.84%+7.4pp |
| Employer contribution / active EE | $11,651 | $3,381+244.6% | $4,814+142.0% | $2,596+348.8% |
| Participant deferral / active EE | $13,907 | $6,110+127.6% | $7,446+86.8% | $4,027+245.3% |
| Admin fee / account holder | $2,590 | $6,275-58.7% | $10,010-74.1% | $5,403-52.1% |