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 | $242,405 | $100,754+140.6% | $86,677+179.7% | $134,475+80.3% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -17.12% | 29.04%-46.2pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,588 | $3,489-25.8% | $2,836-8.7% | $4,740-45.4% |
| Participant deferral / active EE | $9,733 | $5,338+82.3% | $4,656+109.1% | $6,400+52.1% |
| Admin fee / account holder | $5,425 | $10,926-50.4% | $7,493-27.6% | $11,426-52.5% |