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 | $241,568 | $82,664+192.2% | $125,339+92.7% | $68,494+252.7% |
| Participation rate | 98.9% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,819 | $3,381+42.5% | $4,814+0.1% | $2,596+85.6% |
| Participant deferral / active EE | $14,877 | $6,110+143.5% | $7,446+99.8% | $4,027+269.4% |
| Admin fee / account holder | $49,987 | $6,275+696.6% | $10,010+399.4% | $5,403+825.2% |