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 | $232,238 | $99,640+133.1% | $86,436+168.7% | $134,475+72.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.61% | 6782.58%-6797.2pp | 4394.89%-4409.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,108 | $4,400-74.8% | $3,769-70.6% | $4,740-76.6% |
| Participant deferral / active EE | $2,608 | $7,246-64.0% | $6,952-62.5% | $6,400-59.3% |
| Admin fee / account holder | $76,958 | $8,371+819.3% | $6,731+1043.3% | $11,426+573.5% |