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 | $195,572 | $82,664+136.6% | $125,339+56.0% | $68,494+185.5% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,460 | $3,381-27.2% | $4,814-48.9% | $2,596-5.2% |
| Participant deferral / active EE | $8,559 | $6,110+40.1% | $7,446+14.9% | $4,027+112.5% |
| Admin fee / account holder | $5,717 | $6,275-8.9% | $10,010-42.9% | $5,403+5.8% |