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 | $194,491 | $69,010+181.8% | $159,960+21.6% | $68,494+184.0% |
| Participation rate | 93.1% | 65.4%+27.7pp | 78.0%+15.2pp | 67.9%+25.2pp |
| Annual return | -16.34% | -9.65%-6.7pp | 408.60%-424.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,668 | $2,213+201.2% | $4,226+57.8% | $2,596+156.8% |
| Participant deferral / active EE | $11,287 | $4,212+168.0% | $6,182+82.6% | $4,027+180.3% |
| Admin fee / account holder | $39,546 | $4,798+724.2% | $8,698+354.7% | $5,403+632.0% |