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 8-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 | $147,645 | $64,707+128.2% | $112,228+31.6% | $68,494+115.6% |
| Participation rate | 94.6% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.7pp |
| Annual return | -15.14% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,598 | $2,746+31.0% | $3,635-1.0% | $2,596+38.6% |
| Participant deferral / active EE | $6,742 | $3,565+89.1% | $4,728+42.6% | $4,027+67.4% |
| Admin fee / account holder | $747 | $5,232-85.7% | $6,410-88.3% | $5,403-86.2% |