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 9-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 | $243,581 | $81,900+197.4% | $119,609+103.6% | $68,494+255.6% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.0pp | 67.9%+29.4pp |
| Annual return | 49.63% | -23.82%+73.4pp | -14.97%+64.6pp | -7.84%+57.5pp |
| Employer contribution / active EE | $1,301 | $2,693-51.7% | $4,232-69.3% | $2,596-49.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $520 | $6,582-92.1% | $10,323-95.0% | $5,403-90.4% |