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 | $221,453 | $73,867+199.8% | $143,757+54.0% | $68,494+223.3% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -11.71% | 1.01%-12.7pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $18,855 | $3,184+492.1% | $4,951+280.8% | $2,596+626.2% |
| Participant deferral / active EE | $12,694 | $3,384+275.1% | $5,637+125.2% | $4,027+215.2% |
| Admin fee / account holder | $368 | $5,755-93.6% | $14,673-97.5% | $5,403-93.2% |