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 | $210,508 | $127,386+65.3% | $115,037+83.0% | $125,391+67.9% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -2.42% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,048 | $5,166-60.4% | $4,608-55.6% | $4,866-57.9% |
| Participant deferral / active EE | $8,193 | $6,423+27.5% | $6,026+35.9% | $5,352+53.1% |
| Admin fee / account holder | $337 | $9,516-96.5% | $8,175-95.9% | $9,540-96.5% |