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 | $212,703 | $82,664+157.3% | $125,339+69.7% | $68,494+210.5% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -10.15% | -5.97%-4.2pp | 572.05%-582.2pp | -7.84%-2.3pp |
| Employer contribution / active EE | $3,944 | $3,381+16.6% | $4,814-18.1% | $2,596+51.9% |
| Participant deferral / active EE | $10,251 | $6,110+67.8% | $7,446+37.7% | $4,027+154.5% |
| Admin fee / account holder | $3,373 | $6,275-46.3% | $10,010-66.3% | $5,403-37.6% |