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 | $248,722 | $105,860+135.0% | $90,749+174.1% | $134,475+85.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -16.82% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,760 | $3,462-49.2% | $2,921-39.7% | $4,740-62.9% |
| Participant deferral / active EE | $3,920 | $5,216-24.8% | $4,564-14.1% | $6,400-38.7% |
| Admin fee / account holder | $926 | $13,938-93.4% | $8,445-89.0% | $11,426-91.9% |