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 | $163,745 | $133,958+22.2% | $112,228+45.9% | $134,475+21.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -17.83% | 47.11%-64.9pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,223 | $4,038-20.2% | $3,635-11.3% | $4,740-32.0% |
| Participant deferral / active EE | $13,990 | $5,291+164.4% | $4,728+195.9% | $6,400+118.6% |
| Admin fee / account holder | $8,059 | $7,489+7.6% | $6,410+25.7% | $11,426-29.5% |