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 | $180,448 | $133,958+34.7% | $112,228+60.8% | $134,475+34.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -19.14% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,940 | $4,038-27.2% | $3,635-19.1% | $4,740-38.0% |
| Participant deferral / active EE | $8,998 | $5,291+70.1% | $4,728+90.3% | $6,400+40.6% |
| Admin fee / account holder | $2,347 | $7,489-68.7% | $6,410-63.4% | $11,426-79.5% |