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 | $214,758 | $100,754+113.1% | $86,677+147.8% | $134,475+59.7% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -11.07% | 29.04%-40.1pp | 35.91%-47.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,486 | $3,489-57.4% | $2,836-47.6% | $4,740-68.7% |
| Participant deferral / active EE | $7,260 | $5,338+36.0% | $4,656+55.9% | $6,400+13.4% |
| Admin fee / account holder | $5,998 | $10,926-45.1% | $7,493-20.0% | $11,426-47.5% |