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 | $182,118 | $127,100+43.3% | $105,738+72.2% | $135,375+34.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -8.36% | 4.49%-12.9pp | 6.27%-14.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,024 | $4,107-26.4% | $3,268-7.5% | $4,779-36.7% |
| Participant deferral / active EE | $11,429 | $5,064+125.7% | $4,080+180.1% | $5,609+103.8% |
| Admin fee / account holder | $4,674 | $9,087-48.6% | $6,913-32.4% | $10,827-56.8% |