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 | $209,977 | $82,664+154.0% | $125,339+67.5% | $68,494+206.6% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -17.52% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,295 | $3,381+27.0% | $4,814-10.8% | $2,596+65.4% |
| Participant deferral / active EE | $11,796 | $6,110+93.0% | $7,446+58.4% | $4,027+192.9% |
| Admin fee / account holder | $10,126 | $6,275+61.4% | $10,010+1.2% | $5,403+87.4% |