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 | $189,801 | $82,664+129.6% | $125,339+51.4% | $68,494+177.1% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $10,150 | $3,381+200.2% | $4,814+110.9% | $2,596+290.9% |
| Participant deferral / active EE | $10,374 | $6,110+69.8% | $7,446+39.3% | $4,027+157.6% |
| Admin fee / account holder | $31,218 | $6,275+397.5% | $10,010+211.9% | $5,403+477.8% |