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 | $247,836 | $82,664+199.8% | $125,339+97.7% | $68,494+261.8% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.17% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,526 | $3,381-25.3% | $4,814-47.5% | $2,596-2.7% |
| Participant deferral / active EE | $10,715 | $6,110+75.4% | $7,446+43.9% | $4,027+166.1% |
| Admin fee / account holder | $2,642 | $6,275-57.9% | $10,010-73.6% | $5,403-51.1% |