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 | $196,229 | $77,813+152.2% | $123,544+58.8% | $64,186+205.7% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | -7.32% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $12,061 | $3,014+300.2% | $4,628+160.6% | $2,381+406.6% |
| Participant deferral / active EE | $10,210 | $5,240+94.9% | $6,426+58.9% | $3,470+194.3% |
| Admin fee / account holder | $1,100 | $5,519-80.1% | $9,284-88.2% | $4,888-77.5% |