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 | $178,814 | $117,690+51.9% | $71,735+149.3% | $134,475+33.0% |
| Participation rate | 92.3% | 68.8%+23.5pp | 62.3%+30.0pp | 81.2%+11.1pp |
| Annual return | -14.53% | 25.44%-40.0pp | 9.14%-23.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,250 | $2,525-10.9% | $1,704+32.0% | $4,740-52.5% |
| Participant deferral / active EE | $9,458 | $3,759+151.6% | $2,658+255.8% | $6,400+47.8% |
| Admin fee / account holder | $3,027 | $6,379-52.5% | $3,974-23.8% | $11,426-73.5% |