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 | $150,944 | $100,754+49.8% | $86,677+74.1% | $134,475+12.2% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -10.82% | 29.04%-39.9pp | 35.91%-46.7pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,614 | $3,489+3.6% | $2,836+27.4% | $4,740-23.8% |
| Participant deferral / active EE | $9,819 | $5,338+83.9% | $4,656+110.9% | $6,400+53.4% |
| Admin fee / account holder | $538 | $10,926-95.1% | $7,493-92.8% | $11,426-95.3% |