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 | $170,026 | $71,883+136.5% | $86,677+96.2% | $68,494+148.2% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -15.31% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,890 | $2,173+33.0% | $2,836+1.9% | $2,596+11.3% |
| Participant deferral / active EE | $6,271 | $3,779+66.0% | $4,656+34.7% | $4,027+55.7% |
| Admin fee / account holder | $3,608 | $6,112-41.0% | $7,493-51.8% | $5,403-33.2% |