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 | $190,504 | $93,024+104.8% | $77,024+147.3% | $134,475+41.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.86% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,242 | $3,418-5.1% | $2,812+15.3% | $4,740-31.6% |
| Participant deferral / active EE | $6,625 | $5,238+26.5% | $4,426+49.7% | $6,400+3.5% |
| Admin fee / account holder | $8,625 | $6,944+24.2% | $5,425+59.0% | $11,426-24.5% |