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 | $151,798 | $82,286+84.5% | $68,791+120.7% | $134,475+12.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.76% | -2.19%-4.6pp | -6.38%-0.4pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,218 | $3,301-63.1% | $2,655-54.1% | $4,740-74.3% |
| Participant deferral / active EE | $4,958 | $4,739+4.6% | $3,941+25.8% | $6,400-22.5% |
| Admin fee / account holder | $4,071 | $6,481-37.2% | $4,932-17.5% | $11,426-64.4% |