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 | $159,631 | $82,664+93.1% | $125,339+27.4% | $68,494+133.1% |
| Participation rate | 76.7% | 75.0%+1.7pp | 82.4%-5.6pp | 67.9%+8.9pp |
| Annual return | -16.99% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,302 | $3,381-2.3% | $4,814-31.4% | $2,596+27.2% |
| Participant deferral / active EE | $4,466 | $6,110-26.9% | $7,446-40.0% | $4,027+10.9% |
| Admin fee / account holder | $1,873 | $6,275-70.2% | $10,010-81.3% | $5,403-65.3% |