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 | $183,883 | $93,024+97.7% | $77,024+138.7% | $134,475+36.7% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -15.50% | 62.60%-78.1pp | 42.32%-57.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,439 | $3,418-28.6% | $2,812-13.3% | $4,740-48.5% |
| Participant deferral / active EE | $7,347 | $5,238+40.3% | $4,426+66.0% | $6,400+14.8% |
| Admin fee / account holder | $38,861 | $6,944+459.6% | $5,425+616.3% | $11,426+240.1% |