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 | $215,775 | $50,958+323.4% | $74,550+189.4% | $64,186+236.2% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.1%+23.7pp | 69.6%+23.3pp |
| Annual return | -5.47% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,919 | $1,115+161.7% | $1,961+48.9% | $2,381+22.6% |
| Participant deferral / active EE | $7,062 | $2,301+206.8% | $3,108+127.2% | $3,470+103.5% |
| Admin fee / account holder | $12,930 | $4,223+206.2% | $5,060+155.6% | $4,888+164.5% |