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 | $169,088 | $82,664+104.5% | $125,339+34.9% | $68,494+146.9% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $7,211 | $3,381+113.3% | $4,814+49.8% | $2,596+177.7% |
| Participant deferral / active EE | $13,372 | $6,110+118.8% | $7,446+79.6% | $4,027+232.0% |
| Admin fee / account holder | $5,949 | $6,275-5.2% | $10,010-40.6% | $5,403+10.1% |