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 | $197,142 | $97,044+103.1% | $83,333+136.6% | $135,375+45.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -7.51% | 12.31%-19.8pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,912 | $4,143-29.7% | $3,379-13.8% | $4,779-39.1% |
| Participant deferral / active EE | $9,400 | $5,964+57.6% | $5,565+68.9% | $5,609+67.6% |
| Admin fee / account holder | $1,061 | $8,380-87.3% | $7,510-85.9% | $10,827-90.2% |