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 | $133,518 | $87,540+52.5% | $75,781+76.2% | $125,391+6.5% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | -3.82% | 13.48%-17.3pp | 9.68%-13.5pp | 282.22%-286.0pp |
| Employer contribution / active EE | $10,714 | $3,930+172.6% | $3,323+222.4% | $4,866+120.2% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,787 | $6,502-72.5% | $5,299-66.3% | $9,540-81.3% |