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 | $193,554 | $69,010+180.5% | $159,960+21.0% | $68,494+182.6% |
| Participation rate | 88.5% | 65.4%+23.1pp | 78.0%+10.5pp | 67.9%+20.6pp |
| Annual return | -17.28% | -9.65%-7.6pp | 408.60%-425.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,181 | $2,213+179.3% | $4,226+46.3% | $2,596+138.1% |
| Participant deferral / active EE | $14,713 | $4,212+249.3% | $6,182+138.0% | $4,027+265.3% |
| Admin fee / account holder | $15,784 | $4,798+229.0% | $8,698+81.5% | $5,403+192.1% |