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 | $201,980 | $77,813+159.6% | $123,544+63.5% | $64,186+214.7% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | -4.99% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $10,256 | $3,014+240.3% | $4,628+121.6% | $2,381+330.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,884 | $5,519+79.1% | $9,284+6.5% | $4,888+102.2% |