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 | $147,962 | $100,754+46.9% | $86,677+70.7% | $134,475+10.0% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -14.09% | 29.04%-43.1pp | 35.91%-50.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,308 | $3,489-5.2% | $2,836+16.6% | $4,740-30.2% |
| Participant deferral / active EE | $8,238 | $5,338+54.3% | $4,656+76.9% | $6,400+28.7% |
| Admin fee / account holder | $31,788 | $10,926+190.9% | $7,493+324.2% | $11,426+178.2% |