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 | $200,062 | $73,867+170.8% | $143,757+39.2% | $68,494+192.1% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -16.08% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $11,234 | $3,184+252.8% | $4,951+126.9% | $2,596+332.7% |
| Participant deferral / active EE | $7,199 | $3,384+112.7% | $5,637+27.7% | $4,027+78.8% |
| Admin fee / account holder | $32,369 | $5,755+462.5% | $14,673+120.6% | $5,403+499.1% |