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 | $200,767 | $77,813+158.0% | $123,544+62.5% | $64,186+212.8% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -4.76% | 12.48%-17.2pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,562 | $3,014+150.9% | $4,628+63.4% | $2,381+217.6% |
| Participant deferral / active EE | $9,603 | $5,240+83.3% | $6,426+49.5% | $3,470+176.8% |
| Admin fee / account holder | $38,093 | $5,519+590.2% | $9,284+310.3% | $4,888+679.3% |