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 | $222,738 | $110,094+102.3% | $151,611+46.9% | $68,494+225.2% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -18.00% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $8,746 | $4,471+95.6% | $6,166+41.8% | $2,596+236.9% |
| Participant deferral / active EE | $15,369 | $6,527+135.5% | $8,363+83.8% | $4,027+281.6% |
| Admin fee / account holder | $9,379 | $7,719+21.5% | $11,616-19.3% | $5,403+73.6% |