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 | $211,559 | $72,404+192.2% | $110,238+91.9% | $64,186+229.6% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | -6.21% | -6.29%+0.1pp | 314.74%-321.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,685 | $2,282+61.5% | $3,826-3.7% | $2,381+54.8% |
| Participant deferral / active EE | $4,970 | $3,469+43.3% | $4,672+6.4% | $3,470+43.2% |
| Admin fee / account holder | $7,619 | $5,664+34.5% | $8,547-10.9% | $4,888+55.9% |