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 | $222,480 | $106,543+108.8% | $91,220+143.9% | $134,475+65.4% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -14.42% | 160.60%-175.0pp | 114.01%-128.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $13,787 | $3,331+314.0% | $2,850+383.7% | $4,740+190.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $106,885 | $6,231+1615.5% | $5,420+1872.2% | $11,426+835.5% |