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 | $210,257 | $82,664+154.4% | $125,339+67.8% | $68,494+207.0% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -15.41% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,835 | $3,381+131.7% | $4,814+62.8% | $2,596+201.8% |
| Participant deferral / active EE | $6,255 | $6,110+2.4% | $7,446-16.0% | $4,027+55.3% |
| Admin fee / account holder | $4,219 | $6,275-32.8% | $10,010-57.8% | $5,403-21.9% |