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 | $249,171 | $100,754+147.3% | $86,677+187.5% | $134,475+85.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.03% | 29.04%-46.1pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,894 | $3,489-17.1% | $2,836+2.0% | $4,740-39.0% |
| Participant deferral / active EE | $8,718 | $5,338+63.3% | $4,656+87.3% | $6,400+36.2% |
| Admin fee / account holder | $60,037 | $10,926+449.5% | $7,493+701.2% | $11,426+425.4% |