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 | $239,467 | $49,177+387.0% | $79,464+201.4% | $64,186+273.1% |
| Participation rate | 89.0% | 65.0%+24.0pp | 73.3%+15.7pp | 69.6%+19.5pp |
| Annual return | -2.49% | -1.16%-1.3pp | 718.14%-720.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $7,329 | $2,076+253.0% | $2,800+161.7% | $2,381+207.8% |
| Participant deferral / active EE | $4,635 | $2,821+64.3% | $3,704+25.1% | $3,470+33.6% |
| Admin fee / account holder | $5,845 | $3,839+52.3% | $5,113+14.3% | $4,888+19.6% |