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 | $235,482 | $57,354+310.6% | $83,848+180.8% | $64,186+266.9% |
| Participation rate | 73.4% | 68.6%+4.8pp | 76.1%-2.7pp | 69.6%+3.8pp |
| Annual return | -5.43% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $843 | $2,545-66.9% | $3,631-76.8% | $2,381-64.6% |
| Participant deferral / active EE | $8,537 | $2,993+185.2% | $4,082+109.2% | $3,470+146.1% |
| Admin fee / account holder | $3,519 | $4,046-13.0% | $5,478-35.8% | $4,888-28.0% |