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 | $194,060 | $73,867+162.7% | $143,757+35.0% | $68,494+183.3% |
| Participation rate | 90.2% | 66.7%+23.6pp | 80.3%+9.9pp | 67.9%+22.4pp |
| Annual return | -11.38% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $6,788 | $3,184+113.2% | $4,951+37.1% | $2,596+161.4% |
| Participant deferral / active EE | $4,506 | $3,384+33.2% | $5,637-20.1% | $4,027+11.9% |
| Admin fee / account holder | $515 | $5,755-91.0% | $14,673-96.5% | $5,403-90.5% |