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 | $219,735 | $69,010+218.4% | $159,960+37.4% | $68,494+220.8% |
| Participation rate | 78.6% | 65.4%+13.2pp | 78.0%+0.6pp | 67.9%+10.7pp |
| Annual return | -9.07% | -9.65%+0.6pp | 408.60%-417.7pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,575 | $2,213+16.3% | $4,226-39.1% | $2,596-0.8% |
| Participant deferral / active EE | $6,687 | $4,212+58.8% | $6,182+8.2% | $4,027+66.1% |
| Admin fee / account holder | $1,087 | $4,798-77.3% | $8,698-87.5% | $5,403-79.9% |