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 | $146,706 | $73,004+101.0% | $90,749+61.7% | $68,494+114.2% |
| Participation rate | 70.4% | 70.8%-0.5pp | 75.7%-5.3pp | 67.9%+2.5pp |
| Annual return | -17.83% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,702 | $2,193+23.2% | $2,921-7.5% | $2,596+4.1% |
| Participant deferral / active EE | $4,692 | $3,627+29.4% | $4,564+2.8% | $4,027+16.5% |
| Admin fee / account holder | $1,258 | $5,896-78.7% | $8,445-85.1% | $5,403-76.7% |