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 | $173,212 | $82,664+109.5% | $125,339+38.2% | $68,494+152.9% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -16.72% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,219 | $3,381+24.8% | $4,814-12.4% | $2,596+62.5% |
| Participant deferral / active EE | $12,187 | $6,110+99.4% | $7,446+63.7% | $4,027+202.6% |
| Admin fee / account holder | $15,403 | $6,275+145.4% | $10,010+53.9% | $5,403+185.1% |