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 8-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 | $165,645 | $67,331+146.0% | $60,874+172.1% | $134,475+23.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -12.54% | 49.93%-62.5pp | 16.90%-29.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,497 | $3,096-19.3% | $2,701-7.6% | $4,740-47.3% |
| Participant deferral / active EE | $5,512 | $4,538+21.5% | $3,817+44.4% | $6,400-13.9% |
| Admin fee / account holder | $1,623 | $4,582-64.6% | $3,224-49.7% | $11,426-85.8% |