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 | $165,579 | $95,862+72.7% | $79,550+108.1% | $134,475+23.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -12.79% | -2.69%-10.1pp | 0.16%-13.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,095 | $3,128-33.0% | $2,413-13.2% | $4,740-55.8% |
| Participant deferral / active EE | $5,435 | $4,693+15.8% | $3,985+36.4% | $6,400-15.1% |
| Admin fee / account holder | $21,552 | $9,126+136.2% | $6,832+215.4% | $11,426+88.6% |