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 5-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 | $245,259 | $167,307+46.6% | $143,757+70.6% | $134,475+82.4% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -18.26% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $11,849 | $5,619+110.9% | $4,951+139.3% | $4,740+150.0% |
| Participant deferral / active EE | $9,341 | $6,446+44.9% | $5,637+65.7% | $6,400+46.0% |
| Admin fee / account holder | $737 | $18,088-95.9% | $14,673-95.0% | $11,426-93.5% |