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 | $125,218 | $72,404+72.9% | $110,238+13.6% | $64,186+95.1% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | -7.61% | -6.29%-1.3pp | 314.74%-322.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $4,512 | $2,282+97.8% | $3,826+17.9% | $2,381+89.5% |
| Participant deferral / active EE | $7,079 | $3,469+104.1% | $4,672+51.5% | $3,470+104.0% |
| Admin fee / account holder | $969 | $5,664-82.9% | $8,547-88.7% | $4,888-80.2% |