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 | $217,800 | $71,883+203.0% | $86,677+151.3% | $68,494+218.0% |
| Participation rate | 85.5% | 72.2%+13.3pp | 76.6%+9.0pp | 67.9%+17.7pp |
| Annual return | -9.12% | 3.52%-12.6pp | 35.91%-45.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $2,057 | $2,173-5.3% | $2,836-27.5% | $2,596-20.8% |
| Participant deferral / active EE | $6,685 | $3,779+76.9% | $4,656+43.6% | $4,027+66.0% |
| Admin fee / account holder | $36,098 | $6,112+490.6% | $7,493+381.7% | $5,403+568.1% |