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 | $191,604 | $81,900+133.9% | $119,609+60.2% | $68,494+179.7% |
| Participation rate | 93.6% | 71.9%+21.7pp | 79.3%+14.4pp | 67.9%+25.7pp |
| Annual return | -9.33% | -23.82%+14.5pp | -14.97%+5.6pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,097 | $2,693+15.0% | $4,232-26.8% | $2,596+19.3% |
| Participant deferral / active EE | $7,085 | $4,148+70.8% | $5,602+26.5% | $4,027+75.9% |
| Admin fee / account holder | $39,077 | $6,582+493.7% | $10,323+278.5% | $5,403+623.3% |