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 | $243,217 | $81,900+197.0% | $119,609+103.3% | $68,494+255.1% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.0pp | 67.9%+29.4pp |
| Annual return | -15.90% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $16,216 | $2,693+502.1% | $4,232+283.2% | $2,596+524.6% |
| Participant deferral / active EE | $4,484 | $4,148+8.1% | $5,602-20.0% | $4,027+11.4% |
| Admin fee / account holder | $3,408 | $6,582-48.2% | $10,323-67.0% | $5,403-36.9% |