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 | $241,571 | $100,754+139.8% | $86,677+178.7% | $134,475+79.6% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -19.50% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,667 | $3,489-52.2% | $2,836-41.2% | $4,740-64.8% |
| Participant deferral / active EE | $6,276 | $5,338+17.6% | $4,656+34.8% | $6,400-1.9% |
| Admin fee / account holder | $678 | $10,926-93.8% | $7,493-91.0% | $11,426-94.1% |