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 | $152,918 | $54,350+181.4% | $82,719+84.9% | $68,494+123.3% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -13.65% | -13.67%0pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,818 | $2,218+72.1% | $3,009+26.9% | $2,596+47.0% |
| Participant deferral / active EE | $7,078 | $3,246+118.0% | $4,395+61.0% | $4,027+75.7% |
| Admin fee / account holder | $9,304 | $4,395+111.7% | $5,329+74.6% | $5,403+72.2% |