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 | $170,367 | $133,958+27.2% | $112,228+51.8% | $134,475+26.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.43% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,872 | $4,038-4.1% | $3,635+6.5% | $4,740-18.3% |
| Participant deferral / active EE | $9,617 | $5,291+81.8% | $4,728+103.4% | $6,400+50.3% |
| Admin fee / account holder | $8,954 | $7,489+19.6% | $6,410+39.7% | $11,426-21.6% |