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 8-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 | $138,063 | $59,805+130.9% | $79,550+73.6% | $68,494+101.6% |
| Participation rate | 72.6% | 61.1%+11.5pp | 69.5%+3.1pp | 67.9%+4.7pp |
| Annual return | -16.22% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,002 | $1,505+99.5% | $2,413+24.4% | $2,596+15.6% |
| Participant deferral / active EE | $7,166 | $3,024+136.9% | $3,985+79.8% | $4,027+77.9% |
| Admin fee / account holder | $1,973 | $4,835-59.2% | $6,832-71.1% | $5,403-63.5% |