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 | $211,194 | $127,386+65.8% | $115,037+83.6% | $125,391+68.4% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -3.37% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,151 | $5,166-77.7% | $4,608-75.0% | $4,866-76.3% |
| Participant deferral / active EE | $10,659 | $6,423+65.9% | $6,026+76.9% | $5,352+99.2% |
| Admin fee / account holder | $10,901 | $9,516+14.6% | $8,175+33.3% | $9,540+14.3% |