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 | $202,530 | $95,862+111.3% | $79,550+154.6% | $134,475+50.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -13.10% | -2.69%-10.4pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,753 | $3,128-44.0% | $2,413-27.4% | $4,740-63.0% |
| Participant deferral / active EE | $7,257 | $4,693+54.6% | $3,985+82.1% | $6,400+13.4% |
| Admin fee / account holder | $10,299 | $9,126+12.9% | $6,832+50.7% | $11,426-9.9% |