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 | $198,284 | $82,664+139.9% | $125,339+58.2% | $68,494+189.5% |
| Participation rate | 77.1% | 75.0%+2.0pp | 82.4%-5.3pp | 67.9%+9.2pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,977 | $3,381-11.9% | $4,814-38.2% | $2,596+14.7% |
| Participant deferral / active EE | $10,225 | $6,110+67.3% | $7,446+37.3% | $4,027+153.9% |
| Admin fee / account holder | $7,215 | $6,275+15.0% | $10,010-27.9% | $5,403+33.5% |