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 | $192,909 | $82,664+133.4% | $125,339+53.9% | $68,494+181.6% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -16.52% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,281 | $3,381-3.0% | $4,814-31.8% | $2,596+26.4% |
| Participant deferral / active EE | $11,112 | $6,110+81.9% | $7,446+49.2% | $4,027+175.9% |
| Admin fee / account holder | $1,170 | $6,275-81.4% | $10,010-88.3% | $5,403-78.3% |