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 | $157,306 | $91,911+71.2% | $68,793+128.7% | $135,375+16.2% |
| Participation rate | 87.5% | 76.7%+10.8pp | 72.2%+15.3pp | 82.6%+4.9pp |
| Annual return | 0.49% | -8.22%+8.7pp | -4.63%+5.1pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,714 | $3,924-56.3% | $2,625-34.7% | $4,779-64.1% |
| Participant deferral / active EE | $4,599 | $4,315+6.6% | $3,311+38.9% | $5,609-18.0% |
| Admin fee / account holder | $1,141 | $9,240-87.6% | $5,131-77.8% | $10,827-89.5% |