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 | $244,606 | $110,094+122.2% | $151,611+61.3% | $68,494+257.1% |
| Participation rate | 85.5% | 84.0%+1.5pp | 87.5%-2.0pp | 67.9%+17.6pp |
| Annual return | -15.41% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $8,706 | $4,471+94.7% | $6,166+41.2% | $2,596+235.3% |
| Participant deferral / active EE | $10,840 | $6,527+66.1% | $8,363+29.6% | $4,027+169.2% |
| Admin fee / account holder | $16,488 | $7,719+113.6% | $11,616+41.9% | $5,403+205.2% |