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 | $182,158 | $105,860+72.1% | $90,749+100.7% | $134,475+35.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -15.08% | -11.01%-4.1pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,141 | $3,462-67.0% | $2,921-60.9% | $4,740-75.9% |
| Participant deferral / active EE | $7,766 | $5,216+48.9% | $4,564+70.2% | $6,400+21.4% |
| Admin fee / account holder | $942 | $13,938-93.2% | $8,445-88.8% | $11,426-91.8% |