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 | $208,476 | $73,867+182.2% | $143,757+45.0% | $68,494+204.4% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -10.95% | 1.01%-12.0pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $6,317 | $3,184+98.4% | $4,951+27.6% | $2,596+143.3% |
| Participant deferral / active EE | $4,928 | $3,384+45.6% | $5,637-12.6% | $4,027+22.4% |
| Admin fee / account holder | $102,313 | $5,755+1677.9% | $14,673+597.3% | $5,403+1793.7% |