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 | $205,682 | $77,813+164.3% | $123,544+66.5% | $64,186+220.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -7.36% | 12.48%-19.8pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $8,904 | $3,014+195.4% | $4,628+92.4% | $2,381+274.0% |
| Participant deferral / active EE | $8,708 | $5,240+66.2% | $6,426+35.5% | $3,470+151.0% |
| Admin fee / account holder | $6,480 | $5,519+17.4% | $9,284-30.2% | $4,888+32.6% |