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 4-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 | $194,645 | $73,004+166.6% | $90,749+114.5% | $68,494+184.2% |
| Participation rate | 97.5% | 70.8%+26.7pp | 75.7%+21.8pp | 67.9%+29.6pp |
| Annual return | -18.74% | -13.81%-4.9pp | -12.16%-6.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,653 | $2,193-24.6% | $2,921-43.4% | $2,596-36.3% |
| Participant deferral / active EE | $10,758 | $3,627+196.6% | $4,564+135.7% | $4,027+167.1% |
| Admin fee / account holder | $16,290 | $5,896+176.3% | $8,445+92.9% | $5,403+201.5% |