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 | $213,600 | $107,791+98.2% | $90,645+135.6% | $135,375+57.8% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.0%+16.9pp | 82.6%+8.3pp |
| Annual return | -5.41% | -0.90%-4.5pp | 1.88%-7.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $15,286 | $3,018+406.5% | $2,532+503.8% | $4,779+219.9% |
| Participant deferral / active EE | $658 | $3,872-83.0% | $3,425-80.8% | $5,609-88.3% |
| Admin fee / account holder | $3,479 | $5,930-41.3% | $4,994-30.3% | $10,827-67.9% |