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 | $222,438 | $48,265+360.9% | $68,791+223.4% | $68,494+224.8% |
| Participation rate | 84.0% | 60.7%+23.3pp | 69.0%+15.0pp | 67.9%+16.1pp |
| Annual return | -10.31% | -12.71%+2.4pp | -6.38%-3.9pp | -7.84%-2.5pp |
| Employer contribution / active EE | $9,158 | $1,829+400.8% | $2,655+244.9% | $2,596+252.7% |
| Participant deferral / active EE | $9,158 | $2,867+219.5% | $3,941+132.4% | $4,027+127.4% |
| Admin fee / account holder | $2,639 | $4,355-39.4% | $4,932-46.5% | $5,403-51.1% |