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 | $198,917 | $64,707+207.4% | $112,228+77.2% | $68,494+190.4% |
| Participation rate | 98.2% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.3pp |
| Annual return | -15.75% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $9,019 | $2,746+228.5% | $3,635+148.2% | $2,596+247.4% |
| Participant deferral / active EE | $4,515 | $3,565+26.7% | $4,728-4.5% | $4,027+12.1% |
| Admin fee / account holder | $39,577 | $5,232+656.4% | $6,410+517.4% | $5,403+632.5% |