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 | $180,622 | $71,883+151.3% | $86,677+108.4% | $68,494+163.7% |
| Participation rate | 78.4% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | -17.08% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,353 | $2,173+8.3% | $2,836-17.1% | $2,596-9.4% |
| Participant deferral / active EE | $6,034 | $3,779+59.7% | $4,656+29.6% | $4,027+49.8% |
| Admin fee / account holder | $4,882 | $6,112-20.1% | $7,493-34.8% | $5,403-9.6% |