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 | $192,627 | $100,754+91.2% | $86,677+122.2% | $134,475+43.2% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -17.08% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,966 | $3,489-43.6% | $2,836-30.7% | $4,740-58.5% |
| Participant deferral / active EE | $11,193 | $5,338+109.7% | $4,656+140.4% | $6,400+74.9% |
| Admin fee / account holder | $16,289 | $10,926+49.1% | $7,493+117.4% | $11,426+42.6% |