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 | $139,153 | $82,664+68.3% | $125,339+11.0% | $68,494+103.2% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,785 | $3,381+41.5% | $4,814-0.6% | $2,596+84.3% |
| Participant deferral / active EE | $12,550 | $6,110+105.4% | $7,446+68.5% | $4,027+211.6% |
| Admin fee / account holder | $5,303 | $6,275-15.5% | $10,010-47.0% | $5,403-1.8% |