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 | $197,236 | $77,813+153.5% | $123,544+59.6% | $64,186+207.3% |
| Participation rate | 81.4% | 74.7%+6.7pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -5.17% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,513 | $3,014+49.8% | $4,628-2.5% | $2,381+89.6% |
| Participant deferral / active EE | $8,870 | $5,240+69.3% | $6,426+38.0% | $3,470+155.6% |
| Admin fee / account holder | $18,121 | $5,519+228.3% | $9,284+95.2% | $4,888+270.7% |