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 | $134,293 | $81,900+64.0% | $119,609+12.3% | $68,494+96.1% |
| Participation rate | 77.1% | 71.9%+5.2pp | 79.3%-2.2pp | 67.9%+9.2pp |
| Annual return | -14.13% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,164 | $2,693-19.7% | $4,232-48.9% | $2,596-16.6% |
| Participant deferral / active EE | $7,511 | $4,148+81.1% | $5,602+34.1% | $4,027+86.5% |
| Admin fee / account holder | $4,634 | $6,582-29.6% | $10,323-55.1% | $5,403-14.2% |