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 | $201,657 | $105,860+90.5% | $90,749+122.2% | $134,475+50.0% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -8.39% | -11.01%+2.6pp | -12.16%+3.8pp | 417.96%-426.4pp |
| Employer contribution / active EE | $5,970 | $3,462+72.4% | $2,921+104.4% | $4,740+25.9% |
| Participant deferral / active EE | $7,959 | $5,216+52.6% | $4,564+74.4% | $6,400+24.4% |
| Admin fee / account holder | $871 | $13,938-93.7% | $8,445-89.7% | $11,426-92.4% |