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 | $207,414 | $100,754+105.9% | $86,677+139.3% | $134,475+54.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -11.79% | 29.04%-40.8pp | 35.91%-47.7pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,105 | $3,489-68.3% | $2,836-61.0% | $4,740-76.7% |
| Participant deferral / active EE | $1,850 | $5,338-65.3% | $4,656-60.3% | $6,400-71.1% |
| Admin fee / account holder | $5,888 | $10,926-46.1% | $7,493-21.4% | $11,426-48.5% |