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 | $151,035 | $82,664+82.7% | $125,339+20.5% | $68,494+120.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $9,820 | $3,381+190.4% | $4,814+104.0% | $2,596+278.2% |
| Participant deferral / active EE | $11,577 | $6,110+89.5% | $7,446+55.5% | $4,027+187.5% |
| Admin fee / account holder | $26,162 | $6,275+316.9% | $10,010+161.4% | $5,403+384.2% |