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 | $183,013 | $82,664+121.4% | $125,339+46.0% | $68,494+167.2% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $7,151 | $3,381+111.5% | $4,814+48.6% | $2,596+175.4% |
| Participant deferral / active EE | $7,340 | $6,110+20.1% | $7,446-1.4% | $4,027+82.3% |
| Admin fee / account holder | $9,252 | $6,275+47.4% | $10,010-7.6% | $5,403+71.2% |