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 | $167,033 | $93,024+79.6% | $77,024+116.9% | $134,475+24.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -17.57% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,954 | $3,418+162.0% | $2,812+218.4% | $4,740+88.9% |
| Participant deferral / active EE | $5,937 | $5,238+13.4% | $4,426+34.1% | $6,400-7.2% |
| Admin fee / account holder | $6,353 | $6,944-8.5% | $5,425+17.1% | $11,426-44.4% |