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 | $225,176 | $72,404+211.0% | $110,238+104.3% | $64,186+250.8% |
| Participation rate | 92.7% | 73.3%+19.3pp | 79.8%+12.9pp | 69.6%+23.1pp |
| Annual return | -4.47% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,514 | $2,282+54.0% | $3,826-8.2% | $2,381+47.6% |
| Participant deferral / active EE | $9,329 | $3,469+168.9% | $4,672+99.7% | $3,470+168.9% |
| Admin fee / account holder | $24,028 | $5,664+324.2% | $8,547+181.1% | $4,888+391.6% |