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 | $179,717 | $133,958+34.2% | $112,228+60.1% | $134,475+33.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.33% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,922 | $4,038-52.4% | $3,635-47.1% | $4,740-59.4% |
| Participant deferral / active EE | $1,922 | $5,291-63.7% | $4,728-59.3% | $6,400-70.0% |
| Admin fee / account holder | $688 | $7,489-90.8% | $6,410-89.3% | $11,426-94.0% |