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 | $208,373 | $77,813+167.8% | $123,544+68.7% | $64,186+224.6% |
| Participation rate | 72.4% | 74.7%-2.3pp | 82.3%-9.9pp | 69.6%+2.8pp |
| Annual return | -5.50% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,454 | $3,014-18.6% | $4,628-47.0% | $2,381+3.1% |
| Participant deferral / active EE | $9,760 | $5,240+86.3% | $6,426+51.9% | $3,470+181.3% |
| Admin fee / account holder | $10,825 | $5,519+96.2% | $9,284+16.6% | $4,888+121.5% |