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 | $196,276 | $105,860+85.4% | $90,749+116.3% | $134,475+46.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.06% | -11.01%-6.0pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,476 | $3,462-57.4% | $2,921-49.5% | $4,740-68.9% |
| Participant deferral / active EE | $10,288 | $5,216+97.2% | $4,564+125.4% | $6,400+60.7% |
| Admin fee / account holder | $964 | $13,938-93.1% | $8,445-88.6% | $11,426-91.6% |