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 | $171,196 | $54,350+215.0% | $82,719+107.0% | $68,494+149.9% |
| Participation rate | 77.4% | 63.9%+13.5pp | 72.6%+4.9pp | 67.9%+9.5pp |
| Annual return | -15.48% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,443 | $2,218+55.2% | $3,009+14.4% | $2,596+32.6% |
| Participant deferral / active EE | $6,466 | $3,246+99.2% | $4,395+47.1% | $4,027+60.5% |
| Admin fee / account holder | $4,828 | $4,395+9.8% | $5,329-9.4% | $5,403-10.6% |