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 | $144,704 | $82,664+75.1% | $125,339+15.5% | $68,494+111.3% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -16.00% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,308 | $3,381-2.2% | $4,814-31.3% | $2,596+27.4% |
| Participant deferral / active EE | $6,445 | $6,110+5.5% | $7,446-13.4% | $4,027+60.0% |
| Admin fee / account holder | $33,793 | $6,275+438.5% | $10,010+237.6% | $5,403+525.5% |