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 | $228,763 | $82,664+176.7% | $125,339+82.5% | $68,494+234.0% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $9,773 | $3,381+189.1% | $4,814+103.0% | $2,596+276.4% |
| Participant deferral / active EE | $12,731 | $6,110+108.4% | $7,446+71.0% | $4,027+216.1% |
| Admin fee / account holder | $3,372 | $6,275-46.3% | $10,010-66.3% | $5,403-37.6% |