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 | $242,510 | $59,805+305.5% | $79,550+204.9% | $68,494+254.1% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -18.67% | -12.30%-6.4pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,294 | $1,505+118.9% | $2,413+36.5% | $2,596+26.9% |
| Participant deferral / active EE | $8,853 | $3,024+192.7% | $3,985+122.2% | $4,027+119.8% |
| Admin fee / account holder | $48,064 | $4,835+894.1% | $6,832+603.5% | $5,403+789.6% |