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 | $154,992 | $81,900+89.2% | $119,609+29.6% | $68,494+126.3% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -9.01% | -23.82%+14.8pp | -14.97%+6.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $4,060 | $2,693+50.8% | $4,232-4.1% | $2,596+56.4% |
| Participant deferral / active EE | $9,259 | $4,148+123.2% | $5,602+65.3% | $4,027+129.9% |
| Admin fee / account holder | $3,983 | $6,582-39.5% | $10,323-61.4% | $5,403-26.3% |