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 | $147,137 | $64,707+127.4% | $112,228+31.1% | $68,494+114.8% |
| Participation rate | 84.8% | 67.2%+17.7pp | 75.1%+9.8pp | 67.9%+17.0pp |
| Annual return | -9.55% | -11.40%+1.9pp | 27.45%-37.0pp | -7.84%-1.7pp |
| Employer contribution / active EE | $4,005 | $2,746+45.9% | $3,635+10.2% | $2,596+54.3% |
| Participant deferral / active EE | $9,510 | $3,565+166.8% | $4,728+101.1% | $4,027+136.2% |
| Admin fee / account holder | $2,546 | $5,232-51.3% | $6,410-60.3% | $5,403-52.9% |