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 | $120,615 | $73,004+65.2% | $90,749+32.9% | $68,494+76.1% |
| Participation rate | 97.5% | 70.8%+26.7pp | 75.7%+21.8pp | 67.9%+29.6pp |
| Annual return | -15.53% | -13.81%-1.7pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,679 | $2,193+22.2% | $2,921-8.3% | $2,596+3.2% |
| Participant deferral / active EE | $9,778 | $3,627+169.6% | $4,564+114.2% | $4,027+142.8% |
| Admin fee / account holder | $21,426 | $5,896+263.4% | $8,445+153.7% | $5,403+296.6% |