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 | $243,977 | $73,867+230.3% | $143,757+69.7% | $68,494+256.2% |
| Participation rate | 86.2% | 66.7%+19.6pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -14.83% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $12,305 | $3,184+286.5% | $4,951+148.5% | $2,596+374.0% |
| Participant deferral / active EE | $6,600 | $3,384+95.0% | $5,637+17.1% | $4,027+63.9% |
| Admin fee / account holder | $26,462 | $5,755+359.8% | $14,673+80.3% | $5,403+389.8% |