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 | $182,254 | $73,867+146.7% | $143,757+26.8% | $68,494+166.1% |
| Participation rate | 78.7% | 66.7%+12.1pp | 80.3%-1.6pp | 67.9%+10.8pp |
| Annual return | -17.05% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,659 | $3,184-16.5% | $4,951-46.3% | $2,596+2.4% |
| Participant deferral / active EE | $3,011 | $3,384-11.0% | $5,637-46.6% | $4,027-25.2% |
| Admin fee / account holder | $5,255 | $5,755-8.7% | $14,673-64.2% | $5,403-2.7% |