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 | $205,362 | $86,655+137.0% | $119,609+71.7% | $66,914+206.9% |
| Participation rate | 98.0% | 75.6%+22.5pp | 79.3%+18.8pp | 69.8%+28.2pp |
| Annual return | -15.06% | -8.00%-7.1pp | -14.97%-0.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $5,198 | $2,536+105.0% | $4,232+22.8% | $2,544+104.3% |
| Participant deferral / active EE | $6,884 | $4,358+58.0% | $5,602+22.9% | $4,237+62.5% |
| Admin fee / account holder | $14,109 | $755+1769.4% | $10,323+36.7% | $593+2278.2% |