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 | $185,910 | $95,862+93.9% | $79,550+133.7% | $134,475+38.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -13.68% | -2.69%-11.0pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,373 | $3,128-56.1% | $2,413-43.1% | $4,740-71.0% |
| Participant deferral / active EE | $3,462 | $4,693-26.2% | $3,985-13.1% | $6,400-45.9% |
| Admin fee / account holder | $794 | $9,126-91.3% | $6,832-88.4% | $11,426-93.0% |