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 | $219,397 | $67,331+225.8% | $60,874+260.4% | $134,475+63.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -14.86% | 49.93%-64.8pp | 16.90%-31.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $6,602 | $3,096+113.2% | $2,701+144.4% | $4,740+39.3% |
| Participant deferral / active EE | $8,786 | $4,538+93.6% | $3,817+130.2% | $6,400+37.3% |
| Admin fee / account holder | $3,668 | $4,582-20.0% | $3,224+13.7% | $11,426-67.9% |