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 | $203,670 | $95,862+112.5% | $79,550+156.0% | $134,475+51.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -13.69% | -2.69%-11.0pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $6,419 | $3,128+105.2% | $2,413+166.0% | $4,740+35.4% |
| Participant deferral / active EE | $5,199 | $4,693+10.8% | $3,985+30.4% | $6,400-18.8% |
| Admin fee / account holder | $34,286 | $9,126+275.7% | $6,832+401.8% | $11,426+200.1% |