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 | $230,853 | $71,883+221.2% | $86,677+166.3% | $68,494+237.0% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -15.82% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,227 | $2,173+48.5% | $2,836+13.8% | $2,596+24.3% |
| Participant deferral / active EE | $11,681 | $3,779+209.1% | $4,656+150.9% | $4,027+190.0% |
| Admin fee / account holder | $31,866 | $6,112+421.4% | $7,493+325.3% | $5,403+489.8% |