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 | $201,445 | $92,222+118.4% | $76,768+162.4% | $135,375+48.8% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -6.45% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,831 | $3,216-43.0% | $2,485-26.3% | $4,779-61.7% |
| Participant deferral / active EE | $3,361 | $4,509-25.5% | $3,852-12.7% | $5,609-40.1% |
| Admin fee / account holder | $8,464 | $10,748-21.3% | $6,675+26.8% | $10,827-21.8% |