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 9-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 | $159,426 | $73,867+115.8% | $143,757+10.9% | $68,494+132.8% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -12.86% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,958 | $3,184+24.3% | $4,951-20.0% | $2,596+52.5% |
| Participant deferral / active EE | $8,275 | $3,384+144.5% | $5,637+46.8% | $4,027+105.5% |
| Admin fee / account holder | $1,009 | $5,755-82.5% | $14,673-93.1% | $5,403-81.3% |