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 | $140,261 | $99,032+41.6% | $80,019+75.3% | $135,375+3.6% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | -7.43% | 15.39%-22.8pp | 11.22%-18.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,581 | $3,043-48.0% | $2,468-35.9% | $4,779-66.9% |
| Participant deferral / active EE | $5,205 | $4,282+21.6% | $3,686+41.2% | $5,609-7.2% |
| Admin fee / account holder | $9,927 | $10,436-4.9% | $6,521+52.2% | $10,827-8.3% |