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 | $192,680 | $73,867+160.8% | $143,757+34.0% | $68,494+181.3% |
| Participation rate | 78.8% | 66.7%+12.2pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -14.51% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,990 | $3,184-6.1% | $4,951-39.6% | $2,596+15.1% |
| Participant deferral / active EE | $6,262 | $3,384+85.0% | $5,637+11.1% | $4,027+55.5% |
| Admin fee / account holder | $19,882 | $5,755+245.5% | $14,673+35.5% | $5,403+268.0% |