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 | $153,701 | $64,707+137.5% | $112,228+37.0% | $68,494+124.4% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.1%+5.5pp | 67.9%+12.7pp |
| Annual return | -15.33% | -11.40%-3.9pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,424 | $2,746+24.7% | $3,635-5.8% | $2,596+31.9% |
| Participant deferral / active EE | $4,205 | $3,565+17.9% | $4,728-11.1% | $4,027+4.4% |
| Admin fee / account holder | $15,524 | $5,232+196.7% | $6,410+142.2% | $5,403+187.3% |