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 | $156,571 | $92,222+69.8% | $76,768+104.0% | $135,375+15.7% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -4.30% | 5.46%-9.8pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,961 | $3,216-39.0% | $2,485-21.1% | $4,779-59.0% |
| Participant deferral / active EE | $22,784 | $4,509+405.3% | $3,852+491.6% | $5,609+306.2% |
| Admin fee / account holder | $21,928 | $10,748+104.0% | $6,675+228.5% | $10,827+102.5% |