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 | $160,481 | $82,664+94.1% | $125,339+28.0% | $68,494+134.3% |
| Participation rate | 80.5% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | -16.72% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,491 | $3,381+62.4% | $4,814+14.1% | $2,596+111.5% |
| Participant deferral / active EE | $13,134 | $6,110+114.9% | $7,446+76.4% | $4,027+226.1% |
| Admin fee / account holder | $3,836 | $6,275-38.9% | $10,010-61.7% | $5,403-29.0% |