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 9-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 | $168,404 | $82,664+103.7% | $125,339+34.4% | $68,494+145.9% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $7,294 | $3,381+115.7% | $4,814+51.5% | $2,596+181.0% |
| Participant deferral / active EE | $6,542 | $6,110+7.1% | $7,446-12.1% | $4,027+62.4% |
| Admin fee / account holder | $2,177 | $6,275-65.3% | $10,010-78.2% | $5,403-59.7% |