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 | $242,317 | $131,829+83.8% | $108,579+123.2% | $273,961-11.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.20% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,244 | $4,912-13.6% | $3,758+12.9% | $4,869-12.8% |
| Participant deferral / active EE | $5,378 | $5,127+4.9% | $4,311+24.8% | $5,287+1.7% |
| Admin fee / account holder | $5,332 | $10,252-48.0% | $7,645-30.3% | $10,132-47.4% |