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 | $249,871 | $77,813+221.1% | $123,544+102.3% | $64,186+289.3% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -5.11% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,840 | $3,014-39.0% | $4,628-60.2% | $2,381-22.7% |
| Participant deferral / active EE | $6,545 | $5,240+24.9% | $6,426+1.9% | $3,470+88.6% |
| Admin fee / account holder | $42,760 | $5,519+674.8% | $9,284+360.6% | $4,888+774.8% |