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 | $221,310 | $84,487+161.9% | $125,339+76.6% | $66,914+230.7% |
| Participation rate | 96.3% | 76.4%+19.9pp | 82.4%+13.9pp | 69.8%+26.5pp |
| Annual return | -6.90% | -8.39%+1.5pp | 572.05%-579.0pp | 1.58%-8.5pp |
| Employer contribution / active EE | $11,093 | $3,553+212.2% | $4,814+130.4% | $2,544+336.0% |
| Participant deferral / active EE | $8,826 | $6,781+30.1% | $7,446+18.5% | $4,237+108.3% |
| Admin fee / account holder | $5,438 | $685+693.8% | $10,010-45.7% | $593+816.6% |