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 | $243,651 | $92,222+164.2% | $76,768+217.4% | $135,375+80.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -8.58% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,286 | $3,216+2.2% | $2,485+32.2% | $4,779-31.2% |
| Participant deferral / active EE | $8,107 | $4,509+79.8% | $3,852+110.5% | $5,609+44.5% |
| Admin fee / account holder | $43,781 | $10,748+307.3% | $6,675+555.9% | $10,827+304.4% |