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 | $216,310 | $77,813+178.0% | $123,544+75.1% | $64,186+237.0% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -3.41% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $17,029 | $3,014+465.0% | $4,628+268.0% | $2,381+615.3% |
| Participant deferral / active EE | $5,525 | $5,240+5.4% | $6,426-14.0% | $3,470+59.3% |
| Admin fee / account holder | $1,494 | $5,519-72.9% | $9,284-83.9% | $4,888-69.4% |