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 | $162,230 | $71,883+125.7% | $86,677+87.2% | $68,494+136.9% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -11.45% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,882 | $2,173-13.4% | $2,836-33.6% | $2,596-27.5% |
| Participant deferral / active EE | $5,235 | $3,779+38.6% | $4,656+12.5% | $4,027+30.0% |
| Admin fee / account holder | $3,950 | $6,112-35.4% | $7,493-47.3% | $5,403-26.9% |