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 | $238,045 | $95,862+148.3% | $79,550+199.2% | $134,475+77.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -19.31% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,323 | $3,128+6.2% | $2,413+37.7% | $4,740-29.9% |
| Participant deferral / active EE | $11,325 | $4,693+141.3% | $3,985+184.2% | $6,400+77.0% |
| Admin fee / account holder | $1,000 | $9,126-89.0% | $6,832-85.4% | $11,426-91.3% |