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 | $145,218 | $81,900+77.3% | $119,609+21.4% | $68,494+112.0% |
| Participation rate | 74.1% | 71.9%+2.2pp | 79.3%-5.2pp | 67.9%+6.2pp |
| Annual return | -17.25% | -23.82%+6.6pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,712 | $2,693-36.4% | $4,232-59.5% | $2,596-34.1% |
| Participant deferral / active EE | $6,534 | $4,148+57.5% | $5,602+16.6% | $4,027+62.2% |
| Admin fee / account holder | $7,814 | $6,582+18.7% | $10,323-24.3% | $5,403+44.6% |