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 | $209,780 | $142,344+47.4% | $119,609+75.4% | $134,475+56.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -16.22% | -12.44%-3.8pp | -14.97%-1.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,450 | $5,222+4.4% | $4,232+28.8% | $4,740+15.0% |
| Participant deferral / active EE | $13,108 | $6,469+102.6% | $5,602+134.0% | $6,400+104.8% |
| Admin fee / account holder | $11,470 | $13,584-15.6% | $10,323+11.1% | $11,426+0.4% |