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 | $228,514 | $77,813+193.7% | $123,544+85.0% | $64,186+256.0% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -6.67% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,261 | $3,014+8.2% | $4,628-29.5% | $2,381+37.0% |
| Participant deferral / active EE | $7,491 | $5,240+43.0% | $6,426+16.6% | $3,470+115.9% |
| Admin fee / account holder | $53,609 | $5,519+871.4% | $9,284+477.4% | $4,888+996.7% |