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 | $243,042 | $76,000+219.8% | $154,107+57.7% | $64,186+278.7% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -5.85% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,380 | $3,351+0.9% | $5,298-36.2% | $2,381+42.0% |
| Participant deferral / active EE | $5,806 | $3,175+82.9% | $5,081+14.3% | $3,470+67.4% |
| Admin fee / account holder | $9,013 | $5,596+61.1% | $13,411-32.8% | $4,888+84.4% |