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 | $137,897 | $59,805+130.6% | $79,550+73.3% | $68,494+101.3% |
| Participation rate | 93.8% | 61.1%+32.8pp | 69.5%+24.4pp | 67.9%+26.0pp |
| Annual return | -15.49% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,036 | $1,505+101.7% | $2,413+25.8% | $2,596+16.9% |
| Participant deferral / active EE | $10,426 | $3,024+244.7% | $3,985+161.6% | $4,027+158.9% |
| Admin fee / account holder | $10,936 | $4,835+126.2% | $6,832+60.1% | $5,403+102.4% |