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 8-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 | $187,965 | $94,529+98.8% | $140,016+34.2% | $64,186+192.8% |
| Participation rate | 84.2% | 84.1%+0.1pp | 87.5%-3.3pp | 69.6%+14.6pp |
| Annual return | -4.79% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,893 | $3,812-50.4% | $5,606-66.2% | $2,381-20.5% |
| Participant deferral / active EE | $12,457 | $5,250+137.3% | $6,927+79.8% | $3,470+259.0% |
| Admin fee / account holder | $43,437 | $6,741+544.4% | $10,705+305.7% | $4,888+788.6% |