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 | $215,488 | $77,813+176.9% | $123,544+74.4% | $64,186+235.7% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -7.48% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,926 | $3,014+96.6% | $4,628+28.1% | $2,381+148.9% |
| Participant deferral / active EE | $8,255 | $5,240+57.5% | $6,426+28.5% | $3,470+137.9% |
| Admin fee / account holder | $2,891 | $5,519-47.6% | $9,284-68.9% | $4,888-40.9% |