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 | $246,419 | $100,754+144.6% | $86,677+184.3% | $134,475+83.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -11.31% | 29.04%-40.4pp | 35.91%-47.2pp | 417.96%-429.3pp |
| Employer contribution / active EE | $13,144 | $3,489+276.7% | $2,836+363.4% | $4,740+177.3% |
| Participant deferral / active EE | $6,750 | $5,338+26.5% | $4,656+45.0% | $6,400+5.5% |
| Admin fee / account holder | $2,564 | $10,926-76.5% | $7,493-65.8% | $11,426-77.6% |