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 | $189,669 | $82,664+129.4% | $125,339+51.3% | $68,494+176.9% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -17.59% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,840 | $3,381+102.3% | $4,814+42.1% | $2,596+163.5% |
| Participant deferral / active EE | $9,071 | $6,110+48.4% | $7,446+21.8% | $4,027+125.2% |
| Admin fee / account holder | $426 | $6,275-93.2% | $10,010-95.7% | $5,403-92.1% |