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 | $177,957 | $95,862+85.6% | $79,550+123.7% | $134,475+32.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -18.19% | -2.69%-15.5pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,417 | $3,128-54.7% | $2,413-41.3% | $4,740-70.1% |
| Participant deferral / active EE | $3,848 | $4,693-18.0% | $3,985-3.4% | $6,400-39.9% |
| Admin fee / account holder | $4,172 | $9,126-54.3% | $6,832-38.9% | $11,426-63.5% |