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 | $137,448 | $25,979+429.1% | $71,735+91.6% | $68,494+100.7% |
| Participation rate | 75.0% | 54.5%+20.5pp | 62.3%+12.7pp | 67.9%+7.1pp |
| Annual return | -13.48% | -15.10%+1.6pp | 9.14%-22.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,627 | $900+191.8% | $1,704+54.2% | $2,596+1.2% |
| Participant deferral / active EE | $5,825 | $1,522+282.7% | $2,658+119.2% | $4,027+44.7% |
| Admin fee / account holder | $1,283 | $2,022-36.6% | $3,974-67.7% | $5,403-76.3% |