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 | $223,262 | $110,094+102.8% | $151,611+47.3% | $68,494+226.0% |
| Participation rate | 79.2% | 84.0%-4.7pp | 87.5%-8.3pp | 67.9%+11.4pp |
| Annual return | -16.82% | -10.12%-6.7pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,847 | $6,527+96.8% | $8,363+53.6% | $4,027+219.0% |
| Admin fee / account holder | $3,142 | $7,719-59.3% | $11,616-73.0% | $5,403-41.8% |