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 | $200,990 | $93,024+116.1% | $77,024+160.9% | $134,475+49.5% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -20.90% | 62.60%-83.5pp | 42.32%-63.2pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,009 | $3,418-41.2% | $2,812-28.6% | $4,740-57.6% |
| Participant deferral / active EE | $4,634 | $5,238-11.5% | $4,426+4.7% | $6,400-27.6% |
| Admin fee / account holder | $3,614 | $6,944-48.0% | $5,425-33.4% | $11,426-68.4% |