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 | $142,542 | $54,350+162.3% | $82,719+72.3% | $68,494+108.1% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -15.58% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,953 | $2,218+123.3% | $3,009+64.6% | $2,596+90.8% |
| Participant deferral / active EE | $10,188 | $3,246+213.9% | $4,395+131.8% | $4,027+153.0% |
| Admin fee / account holder | $19,714 | $4,395+348.5% | $5,329+269.9% | $5,403+264.9% |