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 | $222,172 | $69,010+221.9% | $159,960+38.9% | $68,494+224.4% |
| Participation rate | 89.5% | 65.4%+24.1pp | 78.0%+11.5pp | 67.9%+21.6pp |
| Annual return | -16.09% | -9.65%-6.4pp | 408.60%-424.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,817 | $2,213-17.9% | $4,226-57.0% | $2,596-30.0% |
| Participant deferral / active EE | $13,622 | $4,212+223.4% | $6,182+120.3% | $4,027+238.3% |
| Admin fee / account holder | $8,512 | $4,798+77.4% | $8,698-2.1% | $5,403+57.6% |