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 | $147,782 | $131,829+12.1% | $108,579+36.1% | $273,961-46.1% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 3.61% | -91.57%+95.2pp | -51.70%+55.3pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,338 | $4,912-72.8% | $3,758-64.4% | $4,869-72.5% |
| Participant deferral / active EE | $4,859 | $5,127-5.2% | $4,311+12.7% | $5,287-8.1% |
| Admin fee / account holder | $36,933 | $10,252+260.3% | $7,645+383.1% | $10,132+264.5% |