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 | $217,634 | $76,000+186.4% | $154,107+41.2% | $64,186+239.1% |
| Participation rate | 95.7% | 70.4%+25.2pp | 83.0%+12.6pp | 69.6%+26.1pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $8,113 | $3,351+142.1% | $5,298+53.1% | $2,381+240.8% |
| Participant deferral / active EE | $12,185 | $3,175+283.8% | $5,081+139.8% | $3,470+251.2% |
| Admin fee / account holder | $2,758 | $5,596-50.7% | $13,411-79.4% | $4,888-43.6% |