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 | $173,477 | $105,860+63.9% | $90,749+91.2% | $134,475+29.0% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -20.28% | -11.01%-9.3pp | -12.16%-8.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,203 | $3,462-7.5% | $2,921+9.7% | $4,740-32.4% |
| Participant deferral / active EE | $12,029 | $5,216+130.6% | $4,564+163.6% | $6,400+88.0% |
| Admin fee / account holder | $18,712 | $13,938+34.3% | $8,445+121.6% | $11,426+63.8% |