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 | $201,209 | $81,900+145.7% | $119,609+68.2% | $68,494+193.8% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -14.79% | -23.82%+9.0pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,658 | $2,693+110.1% | $4,232+33.7% | $2,596+117.9% |
| Participant deferral / active EE | $9,166 | $4,148+121.0% | $5,602+63.6% | $4,027+127.6% |
| Admin fee / account holder | $28,381 | $6,582+331.2% | $10,323+174.9% | $5,403+425.3% |