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 | $227,746 | $142,344+60.0% | $119,609+90.4% | $134,475+69.4% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -13.64% | -12.44%-1.2pp | -14.97%+1.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $7,843 | $5,222+50.2% | $4,232+85.3% | $4,740+65.5% |
| Participant deferral / active EE | $9,031 | $6,469+39.6% | $5,602+61.2% | $6,400+41.1% |
| Admin fee / account holder | $85,741 | $13,584+531.2% | $10,323+730.5% | $11,426+650.4% |