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 | $219,512 | $50,958+330.8% | $74,550+194.5% | $64,186+242.0% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -3.76% | -1.86%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,457 | $1,115+389.2% | $1,961+178.3% | $2,381+129.2% |
| Participant deferral / active EE | $8,676 | $2,301+277.0% | $3,108+179.2% | $3,470+150.1% |
| Admin fee / account holder | $8,917 | $4,223+111.2% | $5,060+76.2% | $4,888+82.4% |