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 | $192,591 | $73,867+160.7% | $143,757+34.0% | $68,494+181.2% |
| Participation rate | 84.5% | 66.7%+17.9pp | 80.3%+4.2pp | 67.9%+16.6pp |
| Annual return | -15.65% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $13,711 | $3,184+330.6% | $4,951+176.9% | $2,596+428.1% |
| Participant deferral / active EE | $15,168 | $3,384+348.2% | $5,637+169.1% | $4,027+276.6% |
| Admin fee / account holder | $28,084 | $5,755+388.0% | $14,673+91.4% | $5,403+419.8% |