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 | $143,086 | $73,867+93.7% | $143,757-0.5% | $68,494+108.9% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -15.71% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $7,211 | $3,184+126.5% | $4,951+45.6% | $2,596+177.7% |
| Participant deferral / active EE | $11,161 | $3,384+229.8% | $5,637+98.0% | $4,027+177.2% |
| Admin fee / account holder | $14,794 | $5,755+157.1% | $14,673+0.8% | $5,403+173.8% |