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 | $138,630 | $64,707+114.2% | $112,228+23.5% | $68,494+102.4% |
| Participation rate | 95.1% | 67.2%+28.0pp | 75.1%+20.1pp | 67.9%+27.2pp |
| Annual return | -16.39% | -11.40%-5.0pp | 27.45%-43.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $6,238 | $2,746+127.2% | $3,635+71.6% | $2,596+140.3% |
| Participant deferral / active EE | $7,339 | $3,565+105.9% | $4,728+55.2% | $4,027+82.2% |
| Admin fee / account holder | $11,589 | $5,232+121.5% | $6,410+80.8% | $5,403+114.5% |