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 | $202,754 | $133,958+51.4% | $112,228+80.7% | $134,475+50.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -12.48% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,511 | $4,038-13.0% | $3,635-3.4% | $4,740-25.9% |
| Participant deferral / active EE | $9,163 | $5,291+73.2% | $4,728+93.8% | $6,400+43.2% |
| Admin fee / account holder | $52,112 | $7,489+595.9% | $6,410+713.0% | $11,426+356.1% |