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 | $223,008 | $64,707+244.6% | $112,228+98.7% | $68,494+225.6% |
| Participation rate | 95.6% | 67.2%+28.4pp | 75.1%+20.5pp | 67.9%+27.7pp |
| Annual return | -15.20% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $12,880 | $2,746+369.0% | $3,635+254.4% | $2,596+396.1% |
| Participant deferral / active EE | $6,006 | $3,565+68.5% | $4,728+27.0% | $4,027+49.1% |
| Admin fee / account holder | $24,035 | $5,232+359.4% | $6,410+275.0% | $5,403+344.9% |