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 | $237,224 | $72,404+227.6% | $110,238+115.2% | $64,186+269.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -0.48% | -6.29%+5.8pp | 314.74%-315.2pp | 7.63%-8.1pp |
| Employer contribution / active EE | $7,489 | $2,282+228.2% | $3,826+95.7% | $2,381+214.5% |
| Participant deferral / active EE | $8,611 | $3,469+148.2% | $4,672+84.3% | $3,470+148.2% |
| Admin fee / account holder | $3,578 | $5,664-36.8% | $8,547-58.1% | $4,888-26.8% |