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 | $234,331 | $77,813+201.1% | $123,544+89.7% | $64,186+265.1% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -2.74% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,310 | $3,014+43.0% | $4,628-6.9% | $2,381+81.0% |
| Participant deferral / active EE | $7,782 | $5,240+48.5% | $6,426+21.1% | $3,470+124.3% |
| Admin fee / account holder | $22,386 | $5,519+305.6% | $9,284+141.1% | $4,888+358.0% |