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 | $157,624 | $73,004+115.9% | $90,749+73.7% | $68,494+130.1% |
| Participation rate | 97.2% | 70.8%+26.4pp | 75.7%+21.5pp | 67.9%+29.3pp |
| Annual return | -17.26% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,751 | $2,193+71.1% | $2,921+28.4% | $2,596+44.5% |
| Participant deferral / active EE | $5,513 | $3,627+52.0% | $4,564+20.8% | $4,027+36.9% |
| Admin fee / account holder | $1,726 | $5,896-70.7% | $8,445-79.6% | $5,403-68.1% |