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 | $241,054 | $73,867+226.3% | $143,757+67.7% | $68,494+251.9% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -19.27% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $7,707 | $3,184+142.0% | $4,951+55.7% | $2,596+196.8% |
| Participant deferral / active EE | $9,867 | $3,384+191.5% | $5,637+75.0% | $4,027+145.0% |
| Admin fee / account holder | $5,863 | $5,755+1.9% | $14,673-60.0% | $5,403+8.5% |