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 6-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 | $213,480 | $95,862+122.7% | $79,550+168.4% | $134,475+58.8% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -16.25% | -2.69%-13.6pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,587 | $3,128+14.7% | $2,413+48.6% | $4,740-24.3% |
| Participant deferral / active EE | $3,757 | $4,693-19.9% | $3,985-5.7% | $6,400-41.3% |
| Admin fee / account holder | $1,345 | $9,126-85.3% | $6,832-80.3% | $11,426-88.2% |