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 | $98,449 | $64,707+52.1% | $112,228-12.3% | $68,494+43.7% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -16.34% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $20,738 | $2,746+655.2% | $3,635+470.6% | $2,596+698.7% |
| Participant deferral / active EE | $1,919 | $3,565-46.2% | $4,728-59.4% | $4,027-52.4% |
| Admin fee / account holder | $15,213 | $5,232+190.8% | $6,410+137.3% | $5,403+181.6% |