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 | $154,421 | $95,193+62.2% | $76,523+101.8% | $135,375+14.1% |
| Participation rate | 73.3% | 74.4%-1.1pp | 68.0%+5.3pp | 82.6%-9.3pp |
| Annual return | -5.91% | 4.85%-10.8pp | -0.27%-5.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $650 | $3,302-80.3% | $2,647-75.5% | $4,779-86.4% |
| Participant deferral / active EE | $2,518 | $4,639-45.7% | $3,835-34.4% | $5,609-55.1% |
| Admin fee / account holder | $1,845 | $6,249-70.5% | $4,848-61.9% | $10,827-83.0% |