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 | $141,883 | $82,664+71.6% | $125,339+13.2% | $68,494+107.1% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -16.74% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $11,643 | $3,381+244.4% | $4,814+141.9% | $2,596+348.5% |
| Participant deferral / active EE | $9,374 | $6,110+53.4% | $7,446+25.9% | $4,027+132.8% |
| Admin fee / account holder | $2,328 | $6,275-62.9% | $10,010-76.7% | $5,403-56.9% |