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 | $177,443 | $72,404+145.1% | $110,238+61.0% | $64,186+176.5% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -4.29% | -6.29%+2.0pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,711 | $2,282+150.3% | $3,826+49.3% | $2,381+139.9% |
| Participant deferral / active EE | $8,302 | $3,469+139.3% | $4,672+77.7% | $3,470+139.3% |
| Admin fee / account holder | $36,118 | $5,664+537.6% | $8,547+322.6% | $4,888+638.9% |