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 | $211,679 | $64,707+227.1% | $112,228+88.6% | $68,494+209.0% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -11.82% | -11.40%-0.4pp | 27.45%-39.3pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,155 | $2,746-21.5% | $3,635-40.7% | $2,596-17.0% |
| Participant deferral / active EE | $4,355 | $3,565+22.2% | $4,728-7.9% | $4,027+8.1% |
| Admin fee / account holder | $31,762 | $5,232+507.1% | $6,410+395.5% | $5,403+487.9% |