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 7-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 | $212,110 | $71,883+195.1% | $86,677+144.7% | $68,494+209.7% |
| Participation rate | 98.7% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.8pp |
| Annual return | -18.20% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $14,202 | $2,173+553.6% | $2,836+400.7% | $2,596+447.0% |
| Participant deferral / active EE | $22,468 | $3,779+494.6% | $4,656+382.6% | $4,027+457.9% |
| Admin fee / account holder | $14,897 | $6,112+143.7% | $7,493+98.8% | $5,403+175.7% |