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 6-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 | $216,852 | $82,664+162.3% | $125,339+73.0% | $68,494+216.6% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,744 | $3,381+40.3% | $4,814-1.4% | $2,596+82.7% |
| Participant deferral / active EE | $11,773 | $6,110+92.7% | $7,446+58.1% | $4,027+192.3% |
| Admin fee / account holder | $2,471 | $6,275-60.6% | $10,010-75.3% | $5,403-54.3% |