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 | $185,730 | $82,664+124.7% | $125,339+48.2% | $68,494+171.2% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -17.69% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,349 | $3,381+58.2% | $4,814+11.1% | $2,596+106.0% |
| Participant deferral / active EE | $9,224 | $6,110+51.0% | $7,446+23.9% | $4,027+129.1% |
| Admin fee / account holder | $2,495 | $6,275-60.2% | $10,010-75.1% | $5,403-53.8% |