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 | $199,367 | $45,863+334.7% | $77,024+158.8% | $68,494+191.1% |
| Participation rate | 87.1% | 55.9%+31.2pp | 67.9%+19.2pp | 67.9%+19.2pp |
| Annual return | -18.06% | 1.72%-19.8pp | 42.32%-60.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,445 | $1,650+108.8% | $2,812+22.5% | $2,596+32.7% |
| Participant deferral / active EE | $8,247 | $2,962+178.4% | $4,426+86.3% | $4,027+104.8% |
| Admin fee / account holder | $15,074 | $3,041+395.8% | $5,425+177.9% | $5,403+179.0% |