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 | $149,288 | $82,664+80.6% | $125,339+19.1% | $68,494+118.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,159 | $3,381-65.7% | $4,814-75.9% | $2,596-55.4% |
| Participant deferral / active EE | $15,232 | $6,110+149.3% | $7,446+104.6% | $4,027+278.2% |
| Admin fee / account holder | $12,496 | $6,275+99.1% | $10,010+24.8% | $5,403+131.3% |