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 | $203,570 | $77,813+161.6% | $123,544+64.8% | $64,186+217.2% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -0.46% | 12.48%-12.9pp | 119.20%-119.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $703 | $3,014-76.7% | $4,628-84.8% | $2,381-70.5% |
| Participant deferral / active EE | $4,417 | $5,240-15.7% | $6,426-31.3% | $3,470+27.3% |
| Admin fee / account holder | $2,446 | $5,519-55.7% | $9,284-73.7% | $4,888-50.0% |