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 | $208,346 | $211,958-1.7% | $169,463+22.9% | $135,375+53.9% |
| Participation rate | 94.4% | 82.6%+11.8pp | 77.8%+16.7pp | 82.6%+11.8pp |
| Annual return | -7.44% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,212 | $5,120+1.8% | $4,159+25.3% | $4,779+9.1% |
| Participant deferral / active EE | $12,937 | $6,075+112.9% | $5,277+145.2% | $5,609+130.6% |
| Admin fee / account holder | $31,991 | $11,471+178.9% | $9,109+251.2% | $10,827+195.5% |