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 | $136,370 | $64,707+110.7% | $112,228+21.5% | $68,494+99.1% |
| Participation rate | 98.1% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.2pp |
| Annual return | -16.10% | -11.40%-4.7pp | 27.45%-43.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $10,785 | $2,746+292.8% | $3,635+196.7% | $2,596+315.4% |
| Participant deferral / active EE | $1,663 | $3,565-53.4% | $4,728-64.8% | $4,027-58.7% |
| Admin fee / account holder | $12,548 | $5,232+139.8% | $6,410+95.8% | $5,403+132.3% |