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 | $159,450 | $73,004+118.4% | $90,749+75.7% | $68,494+132.8% |
| Participation rate | 91.9% | 70.8%+21.1pp | 75.7%+16.2pp | 67.9%+24.0pp |
| Annual return | -17.44% | -13.81%-3.6pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,790 | $2,193-18.4% | $2,921-38.7% | $2,596-31.1% |
| Participant deferral / active EE | $5,890 | $3,627+62.4% | $4,564+29.1% | $4,027+46.3% |
| Admin fee / account holder | $29,948 | $5,896+407.9% | $8,445+254.6% | $5,403+454.3% |