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 | $174,260 | $69,010+152.5% | $159,960+8.9% | $68,494+154.4% |
| Participation rate | 80.6% | 65.4%+15.1pp | 78.0%+2.6pp | 67.9%+12.7pp |
| Annual return | -10.81% | -9.65%-1.2pp | 408.60%-419.4pp | -7.84%-3.0pp |
| Employer contribution / active EE | $22,127 | $2,213+899.7% | $4,226+423.6% | $2,596+752.2% |
| Participant deferral / active EE | $10,864 | $4,212+157.9% | $6,182+75.7% | $4,027+169.8% |
| Admin fee / account holder | $7,621 | $4,798+58.8% | $8,698-12.4% | $5,403+41.1% |