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 | $201,308 | $110,094+82.9% | $151,611+32.8% | $68,494+193.9% |
| Participation rate | 88.6% | 84.0%+4.6pp | 87.5%+1.1pp | 67.9%+20.7pp |
| Annual return | -17.89% | -10.12%-7.8pp | 3.33%-21.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,835 | $4,471+8.1% | $6,166-21.6% | $2,596+86.2% |
| Participant deferral / active EE | $10,542 | $6,527+61.5% | $8,363+26.1% | $4,027+161.8% |
| Admin fee / account holder | $49,193 | $7,719+537.3% | $11,616+323.5% | $5,403+810.5% |