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 | $207,419 | $82,664+150.9% | $125,339+65.5% | $68,494+202.8% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | -10.64% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $16,627 | $3,381+391.8% | $4,814+245.4% | $2,596+540.4% |
| Participant deferral / active EE | $10,759 | $6,110+76.1% | $7,446+44.5% | $4,027+167.2% |
| Admin fee / account holder | $57,571 | $6,275+817.4% | $10,010+475.2% | $5,403+965.6% |