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 | $163,502 | $82,664+97.8% | $125,339+30.4% | $68,494+138.7% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -11.87% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,197 | $3,381-5.5% | $4,814-33.6% | $2,596+23.1% |
| Participant deferral / active EE | $10,018 | $6,110+63.9% | $7,446+34.5% | $4,027+148.8% |
| Admin fee / account holder | $1,315 | $6,275-79.0% | $10,010-86.9% | $5,403-75.7% |