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 | $156,189 | $95,862+62.9% | $79,550+96.3% | $134,475+16.1% |
| Participation rate | 76.2% | 75.0%+1.2pp | 69.5%+6.7pp | 81.2%-5.0pp |
| Annual return | -17.55% | -2.69%-14.9pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,969 | $3,128-5.1% | $2,413+23.0% | $4,740-37.4% |
| Participant deferral / active EE | $9,042 | $4,693+92.7% | $3,985+126.9% | $6,400+41.3% |
| Admin fee / account holder | $28,032 | $9,126+207.2% | $6,832+310.3% | $11,426+145.3% |