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 | $205,382 | $71,883+185.7% | $86,677+137.0% | $68,494+199.9% |
| Participation rate | 86.5% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -15.25% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,564 | $2,173-28.0% | $2,836-44.9% | $2,596-39.8% |
| Participant deferral / active EE | $6,529 | $3,779+72.8% | $4,656+40.2% | $4,027+62.1% |
| Admin fee / account holder | $770 | $6,112-87.4% | $7,493-89.7% | $5,403-85.7% |