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 | $192,686 | $57,354+236.0% | $83,848+129.8% | $64,186+200.2% |
| Participation rate | 79.5% | 68.6%+10.9pp | 76.1%+3.3pp | 69.6%+9.9pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,986 | $2,545+56.6% | $3,631+9.8% | $2,381+67.4% |
| Participant deferral / active EE | $9,099 | $2,993+204.0% | $4,082+122.9% | $3,470+162.3% |
| Admin fee / account holder | $21,691 | $4,046+436.2% | $5,478+296.0% | $4,888+343.8% |