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 | $208,269 | $129,942+60.3% | $104,294+99.7% | $134,475+54.9% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -11.34% | 42.03%-53.4pp | 24.61%-35.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,847 | $4,184-55.9% | $3,372-45.2% | $4,740-61.0% |
| Participant deferral / active EE | $8,497 | $5,588+52.1% | $4,625+83.7% | $6,400+32.8% |
| Admin fee / account holder | $14,799 | $9,323+58.7% | $7,339+101.6% | $11,426+29.5% |