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 | $154,264 | $53,162+190.2% | $91,220+69.1% | $68,494+125.2% |
| Participation rate | 73.1% | 63.2%+9.9pp | 73.2%-0.1pp | 67.9%+5.2pp |
| Annual return | -11.72% | -3.14%-8.6pp | 114.01%-125.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,175 | $1,709+27.2% | $2,850-23.7% | $2,596-16.2% |
| Participant deferral / active EE | $5,289 | $2,974+77.9% | $4,234+24.9% | $4,027+31.3% |
| Admin fee / account holder | $4,637 | $4,493+3.2% | $5,420-14.4% | $5,403-14.2% |