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 | $239,864 | $73,867+224.7% | $143,757+66.9% | $68,494+250.2% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -16.62% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $10,899 | $3,184+242.3% | $4,951+120.1% | $2,596+319.8% |
| Participant deferral / active EE | $6,796 | $3,384+100.8% | $5,637+20.6% | $4,027+68.8% |
| Admin fee / account holder | $5,534 | $5,755-3.8% | $14,673-62.3% | $5,403+2.4% |