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 | $221,462 | $49,177+350.3% | $79,464+178.7% | $64,186+245.0% |
| Participation rate | 92.8% | 65.0%+27.7pp | 73.3%+19.4pp | 69.6%+23.2pp |
| Annual return | -7.04% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,967 | $2,076+283.7% | $2,800+184.5% | $2,381+234.6% |
| Participant deferral / active EE | $8,233 | $2,821+191.8% | $3,704+122.3% | $3,470+137.3% |
| Admin fee / account holder | $11,096 | $3,839+189.0% | $5,113+117.0% | $4,888+127.0% |