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 | $165,337 | $82,664+100.0% | $125,339+31.9% | $68,494+141.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $9,857 | $3,381+191.5% | $4,814+104.8% | $2,596+279.6% |
| Participant deferral / active EE | $9,844 | $6,110+61.1% | $7,446+32.2% | $4,027+144.5% |
| Admin fee / account holder | $3,934 | $6,275-37.3% | $10,010-60.7% | $5,403-27.2% |