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 | $196,410 | $67,411+191.4% | $91,001+115.8% | $70,131+180.1% |
| Participation rate | 93.3% | 71.4%+22.0pp | 75.6%+17.7pp | 69.5%+23.8pp |
| Annual return | 13.80% | -40.16%+54.0pp | 4.60%+9.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,333 | $1,786-25.3% | $2,456-45.7% | $2,342-43.1% |
| Participant deferral / active EE | $5,283 | $2,823+87.2% | $3,547+48.9% | $3,332+58.6% |
| Admin fee / account holder | $17,255 | $4,236+307.3% | $5,417+218.5% | $4,645+271.4% |