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 | $217,590 | $73,004+198.1% | $90,749+139.8% | $68,494+217.7% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -11.19% | -13.81%+2.6pp | -12.16%+1.0pp | -7.84%-3.3pp |
| Employer contribution / active EE | $4,309 | $2,193+96.5% | $2,921+47.5% | $2,596+66.0% |
| Participant deferral / active EE | $6,802 | $3,627+87.6% | $4,564+49.0% | $4,027+68.9% |
| Admin fee / account holder | $44,915 | $5,896+661.8% | $8,445+431.9% | $5,403+731.3% |