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 | $188,945 | $71,883+162.9% | $86,677+118.0% | $68,494+175.9% |
| Participation rate | 76.7% | 72.2%+4.4pp | 76.6%+0.1pp | 67.9%+8.8pp |
| Annual return | -15.37% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,399 | $2,173+10.4% | $2,836-15.4% | $2,596-7.6% |
| Participant deferral / active EE | $7,377 | $3,779+95.2% | $4,656+58.5% | $4,027+83.2% |
| Admin fee / account holder | $9,169 | $6,112+50.0% | $7,493+22.4% | $5,403+69.7% |