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 | $241,359 | $100,754+139.6% | $86,677+178.5% | $134,475+79.5% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -16.50% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,613 | $3,489+3.5% | $2,836+27.4% | $4,740-23.8% |
| Participant deferral / active EE | $11,444 | $5,338+114.4% | $4,656+145.8% | $6,400+78.8% |
| Admin fee / account holder | $1,451 | $10,926-86.7% | $7,493-80.6% | $11,426-87.3% |