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 | $212,095 | $69,010+207.3% | $159,960+32.6% | $68,494+209.7% |
| Participation rate | 84.7% | 65.4%+19.3pp | 78.0%+6.8pp | 67.9%+16.8pp |
| Annual return | -18.99% | -9.65%-9.3pp | 408.60%-427.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,178 | $2,213+43.6% | $4,226-24.8% | $2,596+22.4% |
| Participant deferral / active EE | $8,612 | $4,212+104.5% | $6,182+39.3% | $4,027+113.9% |
| Admin fee / account holder | $10,363 | $4,798+116.0% | $8,698+19.2% | $5,403+91.8% |