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 | $230,900 | $82,664+179.3% | $125,339+84.2% | $68,494+237.1% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -12.50% | -5.97%-6.5pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $6,921 | $3,381+104.7% | $4,814+43.8% | $2,596+166.6% |
| Participant deferral / active EE | $15,398 | $6,110+152.0% | $7,446+106.8% | $4,027+282.4% |
| Admin fee / account holder | $8,964 | $6,275+42.8% | $10,010-10.4% | $5,403+65.9% |