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 | $195,399 | $110,094+77.5% | $151,611+28.9% | $68,494+185.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 87.5%+7.5pp | 67.9%+27.1pp |
| Annual return | -15.75% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,118 | $4,471-30.3% | $6,166-49.4% | $2,596+20.1% |
| Participant deferral / active EE | $14,820 | $6,527+127.1% | $8,363+77.2% | $4,027+268.0% |
| Admin fee / account holder | $8,925 | $7,719+15.6% | $11,616-23.2% | $5,403+65.2% |