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 | $211,265 | $99,032+113.3% | $80,019+164.0% | $135,375+56.1% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | -1.59% | 15.39%-17.0pp | 11.22%-12.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,808 | $3,043-7.7% | $2,468+13.8% | $4,779-41.2% |
| Participant deferral / active EE | $7,249 | $4,282+69.3% | $3,686+96.7% | $5,609+29.2% |
| Admin fee / account holder | $20,077 | $10,436+92.4% | $6,521+207.9% | $10,827+85.4% |