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 | $211,869 | $61,660+243.6% | $80,019+164.8% | $64,186+230.1% |
| Participation rate | 93.2% | 71.7%+21.5pp | 75.8%+17.3pp | 69.6%+23.6pp |
| Annual return | -6.75% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,985 | $1,810+9.6% | $2,468-19.6% | $2,381-16.6% |
| Participant deferral / active EE | $9,471 | $2,968+219.2% | $3,686+157.0% | $3,470+173.0% |
| Admin fee / account holder | $13,045 | $5,417+140.8% | $6,521+100.0% | $4,888+166.9% |