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 | $197,825 | $76,000+160.3% | $154,107+28.4% | $64,186+208.2% |
| Participation rate | 84.1% | 70.4%+13.7pp | 83.0%+1.1pp | 69.6%+14.5pp |
| Annual return | -6.19% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,568 | $3,351-23.4% | $5,298-51.5% | $2,381+7.9% |
| Participant deferral / active EE | $4,858 | $3,175+53.0% | $5,081-4.4% | $3,470+40.0% |
| Admin fee / account holder | $2,681 | $5,596-52.1% | $13,411-80.0% | $4,888-45.2% |