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 | $199,925 | $81,900+144.1% | $119,609+67.1% | $68,494+191.9% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -16.87% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,038 | $2,693-24.3% | $4,232-51.8% | $2,596-21.5% |
| Participant deferral / active EE | $7,556 | $4,148+82.2% | $5,602+34.9% | $4,027+87.6% |
| Admin fee / account holder | $4,583 | $6,582-30.4% | $10,323-55.6% | $5,403-15.2% |