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 | $231,387 | $69,010+235.3% | $159,960+44.7% | $68,494+237.8% |
| Participation rate | 81.3% | 65.4%+15.8pp | 78.0%+3.3pp | 67.9%+13.4pp |
| Annual return | -10.34% | -9.65%-0.7pp | 408.60%-418.9pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,238 | $2,213+1.1% | $4,226-47.0% | $2,596-13.8% |
| Participant deferral / active EE | $12,638 | $4,212+200.1% | $6,182+104.4% | $4,027+213.8% |
| Admin fee / account holder | $13,780 | $4,798+187.2% | $8,698+58.4% | $5,403+155.1% |