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 | $156,840 | $133,958+17.1% | $112,228+39.8% | $134,475+16.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -9.87% | 47.11%-57.0pp | 27.45%-37.3pp | 417.96%-427.8pp |
| Employer contribution / active EE | $2,059 | $4,038-49.0% | $3,635-43.4% | $4,740-56.6% |
| Participant deferral / active EE | $5,945 | $5,291+12.4% | $4,728+25.7% | $6,400-7.1% |
| Admin fee / account holder | $230,281 | $7,489+2975.1% | $6,410+3492.5% | $11,426+1915.4% |