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 | $240,758 | $147,167+63.6% | $111,392+116.1% | $135,375+77.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 78.9%+11.1pp | 82.6%+7.4pp |
| Annual return | -5.91% | -4.44%-1.5pp | -2.06%-3.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $10,045 | $5,204+93.0% | $4,328+132.1% | $4,779+110.2% |
| Participant deferral / active EE | $8,164 | $6,565+24.4% | $5,567+46.7% | $5,609+45.6% |
| Admin fee / account holder | $21,737 | $20,270+7.2% | $12,266+77.2% | $10,827+100.8% |