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 | $143,561 | $92,222+55.7% | $76,768+87.0% | $135,375+6.0% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -5.58% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,647 | $3,216-48.8% | $2,485-33.7% | $4,779-65.5% |
| Participant deferral / active EE | $6,604 | $4,509+46.5% | $3,852+71.5% | $5,609+17.7% |
| Admin fee / account holder | $670 | $10,748-93.8% | $6,675-90.0% | $10,827-93.8% |