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 | $248,973 | $73,867+237.1% | $143,757+73.2% | $68,494+263.5% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -14.89% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $8,562 | $3,184+168.9% | $4,951+72.9% | $2,596+229.8% |
| Participant deferral / active EE | $5,490 | $3,384+62.2% | $5,637-2.6% | $4,027+36.3% |
| Admin fee / account holder | $2,197 | $5,755-61.8% | $14,673-85.0% | $5,403-59.3% |