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 | $232,745 | $49,177+373.3% | $79,464+192.9% | $64,186+262.6% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | -2.48% | -1.16%-1.3pp | 718.14%-720.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $5,474 | $2,076+163.6% | $2,800+95.5% | $2,381+129.9% |
| Participant deferral / active EE | $5,420 | $2,821+92.1% | $3,704+46.3% | $3,470+56.2% |
| Admin fee / account holder | $10,819 | $3,839+181.8% | $5,113+111.6% | $4,888+121.3% |