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 4-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 | $164,319 | $82,664+98.8% | $125,339+31.1% | $68,494+139.9% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,661 | $3,381+97.0% | $4,814+38.4% | $2,596+156.6% |
| Participant deferral / active EE | $7,558 | $6,110+23.7% | $7,446+1.5% | $4,027+87.7% |
| Admin fee / account holder | $2,614 | $6,275-58.4% | $10,010-73.9% | $5,403-51.6% |