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 | $179,985 | $54,229+231.9% | $70,092+156.8% | $68,494+162.8% |
| Participation rate | 77.4% | 64.5%+12.9pp | 70.5%+6.9pp | 67.9%+9.5pp |
| Annual return | -18.83% | -13.87%-5.0pp | 190.73%-209.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,183 | $2,018+57.7% | $2,559+24.4% | $2,596+22.6% |
| Participant deferral / active EE | $7,669 | $2,956+159.5% | $3,849+99.3% | $4,027+90.4% |
| Admin fee / account holder | $1,626 | $4,694-65.4% | $6,267-74.1% | $5,403-69.9% |