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 | $201,396 | $158,817+26.8% | $121,196+66.2% | $135,375+48.8% |
| Participation rate | 94.1% | 79.3%+14.8pp | 71.7%+22.4pp | 82.6%+11.5pp |
| Annual return | -5.64% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,895 | $5,665-66.6% | $4,022-52.9% | $4,779-60.4% |
| Participant deferral / active EE | $7,814 | $4,005+95.1% | $3,344+133.6% | $5,609+39.3% |
| Admin fee / account holder | $3,361 | $6,512-48.4% | $5,019-33.0% | $10,827-69.0% |