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 | $161,256 | $85,790+88.0% | $67,313+139.6% | $135,375+19.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.40% | -0.54%-5.9pp | -4.08%-2.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $7,428 | $3,487+113.0% | $2,566+189.5% | $4,779+55.4% |
| Participant deferral / active EE | $7,428 | $4,651+59.7% | $3,568+108.2% | $5,609+32.4% |
| Admin fee / account holder | $7,936 | $6,392+24.2% | $4,507+76.1% | $10,827-26.7% |