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 | $152,477 | $77,813+96.0% | $123,544+23.4% | $64,186+137.6% |
| Participation rate | 70.3% | 74.7%-4.4pp | 82.3%-12.0pp | 69.6%+0.7pp |
| Annual return | -6.32% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,327 | $3,014-22.8% | $4,628-49.7% | $2,381-2.3% |
| Participant deferral / active EE | $7,779 | $5,240+48.5% | $6,426+21.1% | $3,470+124.2% |
| Admin fee / account holder | $4,480 | $5,519-18.8% | $9,284-51.7% | $4,888-8.3% |