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 | $171,009 | $69,010+147.8% | $159,960+6.9% | $68,494+149.7% |
| Participation rate | 94.3% | 65.4%+28.9pp | 78.0%+16.4pp | 67.9%+26.5pp |
| Annual return | -16.19% | -9.65%-6.5pp | 408.60%-424.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,189 | $2,213+44.1% | $4,226-24.5% | $2,596+22.8% |
| Participant deferral / active EE | $11,813 | $4,212+180.5% | $6,182+91.1% | $4,027+193.3% |
| Admin fee / account holder | $33,804 | $4,798+604.5% | $8,698+288.7% | $5,403+525.7% |