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 | $175,922 | $72,404+143.0% | $110,238+59.6% | $64,186+174.1% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | -2.27% | -6.29%+4.0pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,007 | $3,469+15.5% | $4,672-14.2% | $3,470+15.5% |
| Admin fee / account holder | $17,949 | $5,664+216.9% | $8,547+110.0% | $4,888+267.2% |