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 | $222,148 | $64,707+243.3% | $112,228+97.9% | $68,494+224.3% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -18.17% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,540 | $2,746+138.2% | $3,635+79.9% | $2,596+151.9% |
| Participant deferral / active EE | $7,131 | $3,565+100.0% | $4,728+50.8% | $4,027+77.1% |
| Admin fee / account holder | $29,248 | $5,232+459.0% | $6,410+356.3% | $5,403+441.4% |