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 | $152,496 | $99,640+53.0% | $86,436+76.4% | $134,475+13.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -15.30% | 6782.58%-6797.9pp | 4394.89%-4410.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,490 | $4,400-66.1% | $3,769-60.5% | $4,740-68.6% |
| Participant deferral / active EE | $6,618 | $7,246-8.7% | $6,952-4.8% | $6,400+3.4% |
| Admin fee / account holder | $4,236 | $8,371-49.4% | $6,731-37.1% | $11,426-62.9% |