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 | $151,897 | $82,664+83.8% | $125,339+21.2% | $68,494+121.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,782 | $3,381+11.8% | $4,814-21.4% | $2,596+45.7% |
| Participant deferral / active EE | $6,987 | $6,110+14.3% | $7,446-6.2% | $4,027+73.5% |
| Admin fee / account holder | $10,707 | $6,275+70.6% | $10,010+7.0% | $5,403+98.2% |