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 | $231,829 | $167,307+38.6% | $143,757+61.3% | $134,475+72.4% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -10.76% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $7,097 | $5,619+26.3% | $4,951+43.3% | $4,740+49.7% |
| Participant deferral / active EE | $4,521 | $6,446-29.9% | $5,637-19.8% | $6,400-29.4% |
| Admin fee / account holder | $932 | $18,088-94.8% | $14,673-93.6% | $11,426-91.8% |