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 | $245,901 | $133,958+83.6% | $112,228+119.1% | $134,475+82.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -17.42% | 47.11%-64.5pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,186 | $4,038-45.9% | $3,635-39.9% | $4,740-53.9% |
| Participant deferral / active EE | $2,186 | $5,291-58.7% | $4,728-53.8% | $6,400-65.8% |
| Admin fee / account holder | $2,375 | $7,489-68.3% | $6,410-62.9% | $11,426-79.2% |