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 | $227,616 | $77,813+192.5% | $123,544+84.2% | $64,186+254.6% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -4.00% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $26,861 | $3,014+791.2% | $4,628+480.4% | $2,381+1028.2% |
| Participant deferral / active EE | $12,975 | $5,240+147.6% | $6,426+101.9% | $3,470+274.0% |
| Admin fee / account holder | $6,424 | $5,519+16.4% | $9,284-30.8% | $4,888+31.4% |