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 | $175,426 | $82,664+112.2% | $125,339+40.0% | $68,494+156.1% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -18.44% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,584 | $3,381+35.6% | $4,814-4.8% | $2,596+76.5% |
| Participant deferral / active EE | $9,151 | $6,110+49.8% | $7,446+22.9% | $4,027+127.2% |
| Admin fee / account holder | $1,900 | $6,275-69.7% | $10,010-81.0% | $5,403-64.8% |