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 | $196,678 | $64,707+204.0% | $112,228+75.2% | $68,494+187.1% |
| Participation rate | 92.7% | 67.2%+25.6pp | 75.1%+17.7pp | 67.9%+24.8pp |
| Annual return | -5.67% | -11.40%+5.7pp | 27.45%-33.1pp | -7.84%+2.2pp |
| Employer contribution / active EE | $7,332 | $2,746+167.0% | $3,635+101.7% | $2,596+182.4% |
| Participant deferral / active EE | $8,731 | $3,565+144.9% | $4,728+84.7% | $4,027+116.8% |
| Admin fee / account holder | $66,158 | $5,232+1164.5% | $6,410+932.1% | $5,403+1124.5% |