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 | $151,010 | $92,222+63.7% | $76,768+96.7% | $135,375+11.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -7.70% | 5.46%-13.2pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,732 | $3,216-15.0% | $2,485+9.9% | $4,779-42.8% |
| Participant deferral / active EE | $6,327 | $4,509+40.3% | $3,852+64.3% | $5,609+12.8% |
| Admin fee / account holder | $7,885 | $10,748-26.6% | $6,675+18.1% | $10,827-27.2% |