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 | $148,376 | $67,331+120.4% | $60,874+143.7% | $134,475+10.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -15.33% | 49.93%-65.3pp | 16.90%-32.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,571 | $3,096-17.0% | $2,701-4.8% | $4,740-45.8% |
| Participant deferral / active EE | $5,058 | $4,538+11.5% | $3,817+32.5% | $6,400-21.0% |
| Admin fee / account holder | $2,165 | $4,582-52.8% | $3,224-32.9% | $11,426-81.1% |