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 | $137,230 | $54,229+153.1% | $70,092+95.8% | $68,494+100.4% |
| Participation rate | 81.9% | 64.5%+17.4pp | 70.5%+11.4pp | 67.9%+14.0pp |
| Annual return | -10.14% | -13.87%+3.7pp | 190.73%-200.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $5,060 | $2,018+150.7% | $2,559+97.7% | $2,596+94.9% |
| Participant deferral / active EE | $3,850 | $2,956+30.3% | $3,8490% | $4,027-4.4% |
| Admin fee / account holder | $23,253 | $4,694+395.4% | $6,267+271.1% | $5,403+330.4% |