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 | $146,745 | $91,911+59.7% | $68,793+113.3% | $135,375+8.4% |
| Participation rate | 87.5% | 76.7%+10.8pp | 72.2%+15.3pp | 82.6%+4.9pp |
| Annual return | -6.55% | -8.22%+1.7pp | -4.63%-1.9pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,208 | $3,924-69.2% | $2,625-54.0% | $4,779-74.7% |
| Participant deferral / active EE | $10,200 | $4,315+136.4% | $3,311+208.1% | $5,609+81.9% |
| Admin fee / account holder | $18,170 | $9,240+96.6% | $5,131+254.1% | $10,827+67.8% |