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 | $212,661 | $77,813+173.3% | $123,544+72.1% | $64,186+231.3% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -5.75% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,443 | $3,014+47.4% | $4,628-4.0% | $2,381+86.6% |
| Participant deferral / active EE | $14,462 | $5,240+176.0% | $6,426+125.1% | $3,470+316.8% |
| Admin fee / account holder | $14,057 | $5,519+154.7% | $9,284+51.4% | $4,888+187.6% |