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 | $200,057 | $73,867+170.8% | $143,757+39.2% | $68,494+192.1% |
| Participation rate | 98.7% | 66.7%+32.0pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -12.97% | 1.01%-14.0pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $11,963 | $3,184+275.7% | $4,951+141.6% | $2,596+360.8% |
| Participant deferral / active EE | $15,368 | $3,384+354.1% | $5,637+172.6% | $4,027+281.6% |
| Admin fee / account holder | $7,241 | $5,755+25.8% | $14,673-50.6% | $5,403+34.0% |