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 | $186,510 | $64,707+188.2% | $112,228+66.2% | $68,494+172.3% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -15.52% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,692 | $2,746+70.9% | $3,635+29.1% | $2,596+80.7% |
| Participant deferral / active EE | $8,697 | $3,565+144.0% | $4,728+83.9% | $4,027+115.9% |
| Admin fee / account holder | $3,648 | $5,232-30.3% | $6,410-43.1% | $5,403-32.5% |