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 | $174,730 | $81,900+113.3% | $119,609+46.1% | $68,494+155.1% |
| Participation rate | 78.8% | 71.9%+6.9pp | 79.3%-0.5pp | 67.9%+10.9pp |
| Annual return | -16.82% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,824 | $2,693+4.9% | $4,232-33.3% | $2,596+8.8% |
| Participant deferral / active EE | $8,872 | $4,148+113.9% | $5,602+58.4% | $4,027+120.3% |
| Admin fee / account holder | $617 | $6,582-90.6% | $10,323-94.0% | $5,403-88.6% |