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 | $191,036 | $45,863+316.5% | $77,024+148.0% | $68,494+178.9% |
| Participation rate | 76.5% | 55.9%+20.6pp | 67.9%+8.6pp | 67.9%+8.6pp |
| Annual return | -14.11% | 1.72%-15.8pp | 42.32%-56.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $6,329 | $1,650+283.7% | $2,812+125.1% | $2,596+143.8% |
| Participant deferral / active EE | $7,494 | $2,962+153.0% | $4,426+69.3% | $4,027+86.1% |
| Admin fee / account holder | $28,682 | $3,041+843.3% | $5,425+428.7% | $5,403+430.9% |