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 | $234,636 | $64,707+262.6% | $112,228+109.1% | $68,494+242.6% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | -14.18% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,453 | $2,746+25.8% | $3,635-5.0% | $2,596+33.0% |
| Participant deferral / active EE | $10,681 | $3,565+199.6% | $4,728+125.9% | $4,027+165.2% |
| Admin fee / account holder | $5,061 | $5,232-3.3% | $6,410-21.1% | $5,403-6.3% |