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 | $123,751 | $81,900+51.1% | $119,609+3.5% | $68,494+80.7% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -18.24% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,385 | $2,693+25.7% | $4,232-20.0% | $2,596+30.4% |
| Participant deferral / active EE | $6,877 | $4,148+65.8% | $5,602+22.8% | $4,027+70.8% |
| Admin fee / account holder | $17,410 | $6,582+164.5% | $10,323+68.6% | $5,403+222.2% |