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 | $98,591 | $45,863+115.0% | $77,024+28.0% | $68,494+43.9% |
| Participation rate | 81.5% | 55.9%+25.6pp | 67.9%+13.6pp | 67.9%+13.7pp |
| Annual return | -15.20% | 1.72%-16.9pp | 42.32%-57.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,729 | $1,650+126.1% | $2,812+32.6% | $2,596+43.6% |
| Participant deferral / active EE | $9,947 | $2,962+235.8% | $4,426+124.7% | $4,027+147.0% |
| Admin fee / account holder | $14,598 | $3,041+380.1% | $5,425+169.1% | $5,403+170.2% |