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 | $197,709 | $81,900+141.4% | $119,609+65.3% | $68,494+188.6% |
| Participation rate | 86.5% | 71.9%+14.6pp | 79.3%+7.2pp | 67.9%+18.6pp |
| Annual return | -17.67% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,562 | $2,693-42.0% | $4,232-63.1% | $2,596-39.8% |
| Participant deferral / active EE | $9,020 | $4,148+117.5% | $5,602+61.0% | $4,027+124.0% |
| Admin fee / account holder | $66,289 | $6,582+907.2% | $10,323+542.1% | $5,403+1126.9% |