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 | $195,429 | $73,004+167.7% | $90,749+115.4% | $68,494+185.3% |
| Participation rate | 76.2% | 70.8%+5.4pp | 75.7%+0.5pp | 67.9%+8.3pp |
| Annual return | -12.58% | -13.81%+1.2pp | -12.16%-0.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $950 | $2,193-56.7% | $2,921-67.5% | $2,596-63.4% |
| Participant deferral / active EE | $6,469 | $3,627+78.4% | $4,564+41.7% | $4,027+60.6% |
| Admin fee / account holder | $6,442 | $5,896+9.3% | $8,445-23.7% | $5,403+19.2% |