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 | $217,605 | $82,664+163.2% | $125,339+73.6% | $68,494+217.7% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -13.99% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,337 | $3,381-30.9% | $4,814-51.4% | $2,596-10.0% |
| Participant deferral / active EE | $5,242 | $6,110-14.2% | $7,446-29.6% | $4,027+30.2% |
| Admin fee / account holder | $5,422 | $6,275-13.6% | $10,010-45.8% | $5,403+0.4% |