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 | $185,252 | $113,935+62.6% | $94,224+96.6% | $125,391+47.7% |
| Participation rate | 92.3% | 82.9%+9.4pp | 78.8%+13.5pp | 83.2%+9.1pp |
| Annual return | -1.14% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,684 | $4,727-22.1% | $3,587+2.7% | $4,866-24.3% |
| Participant deferral / active EE | $2,553 | $5,179-50.7% | $4,320-40.9% | $5,352-52.3% |
| Admin fee / account holder | $43,890 | $8,391+423.1% | $6,269+600.1% | $9,540+360.0% |