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 | $148,032 | $82,664+79.1% | $125,339+18.1% | $68,494+116.1% |
| Participation rate | 94.4% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,703 | $6,110+91.5% | $7,446+57.2% | $4,027+190.6% |
| Admin fee / account holder | $11,836 | $6,275+88.6% | $10,010+18.2% | $5,403+119.1% |