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 | $152,639 | $56,357+170.8% | $104,294+46.4% | $68,494+122.8% |
| Participation rate | 96.8% | 63.3%+33.5pp | 73.3%+23.5pp | 67.9%+28.9pp |
| Annual return | -5.11% | -9.19%+4.1pp | 24.61%-29.7pp | -7.84%+2.7pp |
| Employer contribution / active EE | $10,893 | $1,960+455.8% | $3,372+223.1% | $2,596+319.6% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $26,027 | $4,903+430.9% | $7,339+254.6% | $5,403+381.7% |