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 | $227,864 | $100,754+126.2% | $86,677+162.9% | $134,475+69.4% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -13.11% | 29.04%-42.1pp | 35.91%-49.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,714 | $3,489+35.1% | $2,836+66.2% | $4,740-0.5% |
| Participant deferral / active EE | $6,633 | $5,338+24.3% | $4,656+42.5% | $6,400+3.6% |
| Admin fee / account holder | $1,345 | $10,926-87.7% | $7,493-82.0% | $11,426-88.2% |