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 | $113,981 | $45,863+148.5% | $77,024+48.0% | $68,494+66.4% |
| Participation rate | 84.1% | 55.9%+28.2pp | 67.9%+16.2pp | 67.9%+16.2pp |
| Annual return | -16.54% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $411 | $1,650-75.1% | $2,812-85.4% | $2,596-84.2% |
| Participant deferral / active EE | $8,305 | $2,962+180.4% | $4,426+87.6% | $4,027+106.2% |
| Admin fee / account holder | $6,842 | $3,041+125.0% | $5,425+26.1% | $5,403+26.6% |