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 | $166,334 | $54,350+206.0% | $82,719+101.1% | $68,494+142.8% |
| Participation rate | 91.1% | 63.9%+27.2pp | 72.6%+18.5pp | 67.9%+23.2pp |
| Annual return | -17.54% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $9,919 | $2,218+347.2% | $3,009+229.7% | $2,596+282.1% |
| Participant deferral / active EE | $10,583 | $3,246+226.0% | $4,395+140.8% | $4,027+162.8% |
| Admin fee / account holder | $8,618 | $4,395+96.1% | $5,329+61.7% | $5,403+59.5% |