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 | $162,296 | $71,883+125.8% | $86,677+87.2% | $68,494+136.9% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -16.08% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,674 | $2,173+161.2% | $2,836+100.1% | $2,596+118.6% |
| Participant deferral / active EE | $3,867 | $3,779+2.3% | $4,656-16.9% | $4,027-4.0% |
| Admin fee / account holder | $9,835 | $6,112+60.9% | $7,493+31.3% | $5,403+82.0% |