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 | $239,749 | $71,883+233.5% | $86,677+176.6% | $68,494+250.0% |
| Participation rate | 91.2% | 72.2%+18.9pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | -13.39% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $14,706 | $2,173+576.8% | $2,836+418.5% | $2,596+466.4% |
| Participant deferral / active EE | $7,589 | $3,779+100.8% | $4,656+63.0% | $4,027+88.4% |
| Admin fee / account holder | $31,654 | $6,112+417.9% | $7,493+322.4% | $5,403+485.9% |