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 | $160,406 | $45,863+249.8% | $77,024+108.3% | $68,494+134.2% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | -16.74% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,292 | $1,650-21.7% | $2,812-54.0% | $2,596-50.2% |
| Participant deferral / active EE | $3,729 | $2,962+25.9% | $4,426-15.7% | $4,027-7.4% |
| Admin fee / account holder | $14,841 | $3,041+388.1% | $5,425+173.6% | $5,403+174.7% |