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 | $178,605 | $82,664+116.1% | $125,339+42.5% | $68,494+160.8% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -17.51% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,160 | $3,381-36.1% | $4,814-55.1% | $2,596-16.8% |
| Participant deferral / active EE | $19,332 | $6,110+216.4% | $7,446+159.6% | $4,027+380.0% |
| Admin fee / account holder | $9,027 | $6,275+43.8% | $10,010-9.8% | $5,403+67.1% |