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 | $206,332 | $110,094+87.4% | $151,611+36.1% | $68,494+201.2% |
| Participation rate | 97.4% | 84.0%+13.5pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -17.98% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,578 | $4,471-20.0% | $6,166-42.0% | $2,596+37.8% |
| Participant deferral / active EE | $11,727 | $6,527+79.7% | $8,363+40.2% | $4,027+191.2% |
| Admin fee / account holder | $46,553 | $7,719+503.1% | $11,616+300.8% | $5,403+761.7% |