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 | $237,448 | $82,664+187.2% | $125,339+89.4% | $68,494+246.7% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $8,632 | $3,381+155.3% | $4,814+79.3% | $2,596+232.5% |
| Participant deferral / active EE | $11,034 | $6,110+80.6% | $7,446+48.2% | $4,027+174.0% |
| Admin fee / account holder | $3,324 | $6,275-47.0% | $10,010-66.8% | $5,403-38.5% |