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 | $191,493 | $45,863+317.5% | $77,024+148.6% | $68,494+179.6% |
| Participation rate | 96.4% | 55.9%+40.5pp | 67.9%+28.5pp | 67.9%+28.5pp |
| Annual return | -17.88% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,911 | $1,650+258.4% | $2,812+110.2% | $2,596+127.7% |
| Participant deferral / active EE | $8,252 | $2,962+178.6% | $4,426+86.4% | $4,027+104.9% |
| Admin fee / account holder | $3,522 | $3,041+15.8% | $5,425-35.1% | $5,403-34.8% |