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 | $206,121 | $100,754+104.6% | $86,677+137.8% | $134,475+53.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -14.26% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $5,644 | $3,489+61.8% | $2,836+99.0% | $4,740+19.1% |
| Participant deferral / active EE | $4,804 | $5,338-10.0% | $4,656+3.2% | $6,400-24.9% |
| Admin fee / account holder | $5,920 | $10,926-45.8% | $7,493-21.0% | $11,426-48.2% |