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 | $189,477 | $82,032+131.0% | $123,104+53.9% | $59,632+217.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 86.8%-3.4pp | 68.7%+14.7pp |
| Annual return | -0.88% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $7,982 | $3,297+142.1% | $5,151+55.0% | $2,203+262.4% |
| Participant deferral / active EE | $4,741 | $4,667+1.6% | $6,230-23.9% | $3,192+48.5% |
| Admin fee / account holder | $610 | $5,881-89.6% | $9,015-93.2% | $4,297-85.8% |