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 | $210,243 | $81,900+156.7% | $119,609+75.8% | $68,494+206.9% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.0pp | 67.9%+29.4pp |
| Annual return | -12.98% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $4,531 | $2,693+68.2% | $4,232+7.1% | $2,596+74.5% |
| Participant deferral / active EE | $11,449 | $4,148+176.0% | $5,602+104.4% | $4,027+184.3% |
| Admin fee / account holder | $33,821 | $6,582+413.9% | $10,323+227.6% | $5,403+526.0% |