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 | $244,120 | $82,286+196.7% | $68,791+254.9% | $134,475+81.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -16.12% | -2.19%-13.9pp | -6.38%-9.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,922 | $3,301-11.5% | $2,655+10.0% | $4,740-38.4% |
| Participant deferral / active EE | $6,966 | $4,739+47.0% | $3,941+76.8% | $6,400+8.9% |
| Admin fee / account holder | $3,035 | $6,481-53.2% | $4,932-38.5% | $11,426-73.4% |