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 | $149,599 | $82,664+81.0% | $125,339+19.4% | $68,494+118.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -15.76% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,532 | $3,381+34.0% | $4,814-5.8% | $2,596+74.6% |
| Participant deferral / active EE | $9,218 | $6,110+50.9% | $7,446+23.8% | $4,027+128.9% |
| Admin fee / account holder | $4,095 | $6,275-34.7% | $10,010-59.1% | $5,403-24.2% |