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 | $209,642 | $100,754+108.1% | $86,677+141.9% | $134,475+55.9% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -13.95% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $800 | $3,489-77.1% | $2,836-71.8% | $4,740-83.1% |
| Participant deferral / active EE | $16,697 | $5,338+212.8% | $4,656+258.6% | $6,400+160.9% |
| Admin fee / account holder | $36,599 | $10,926+235.0% | $7,493+388.4% | $11,426+220.3% |