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 | $236,718 | $81,900+189.0% | $119,609+97.9% | $68,494+245.6% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -12.53% | -23.82%+11.3pp | -14.97%+2.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $5,830 | $2,693+116.5% | $4,232+37.8% | $2,596+124.6% |
| Participant deferral / active EE | $8,411 | $4,148+102.8% | $5,602+50.1% | $4,027+108.9% |
| Admin fee / account holder | $160,801 | $6,582+2343.2% | $10,323+1457.6% | $5,403+2876.3% |