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 | $221,394 | $82,664+167.8% | $125,339+76.6% | $68,494+223.2% |
| Participation rate | 90.2% | 75.0%+15.1pp | 82.4%+7.8pp | 67.9%+22.3pp |
| Annual return | -16.23% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,661 | $3,381+97.0% | $4,814+38.4% | $2,596+156.6% |
| Participant deferral / active EE | $14,094 | $6,110+130.7% | $7,446+89.3% | $4,027+250.0% |
| Admin fee / account holder | $11,906 | $6,275+89.7% | $10,010+18.9% | $5,403+120.4% |