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 | $180,605 | $133,958+34.8% | $112,228+60.9% | $134,475+34.3% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -14.00% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,465 | $4,038-38.9% | $3,635-32.2% | $4,740-48.0% |
| Participant deferral / active EE | $4,675 | $5,291-11.6% | $4,728-1.1% | $6,400-26.9% |
| Admin fee / account holder | $35,375 | $7,489+372.4% | $6,410+451.9% | $11,426+209.6% |