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 | $220,718 | $73,867+198.8% | $143,757+53.5% | $68,494+222.2% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -16.59% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $14,464 | $3,184+354.2% | $4,951+192.1% | $2,596+457.1% |
| Participant deferral / active EE | $7,983 | $3,384+135.9% | $5,637+41.6% | $4,027+98.2% |
| Admin fee / account holder | $19,722 | $5,755+242.7% | $14,673+34.4% | $5,403+265.0% |