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 | $203,862 | $71,883+183.6% | $86,677+135.2% | $68,494+197.6% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -17.49% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,795 | $2,173+120.7% | $2,836+69.0% | $2,596+84.7% |
| Participant deferral / active EE | $9,629 | $3,779+154.8% | $4,656+106.8% | $4,027+139.1% |
| Admin fee / account holder | $4,037 | $6,112-33.9% | $7,493-46.1% | $5,403-25.3% |