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 | $117,409 | $59,805+96.3% | $79,550+47.6% | $68,494+71.4% |
| Participation rate | 81.7% | 61.1%+20.6pp | 69.5%+12.2pp | 67.9%+13.8pp |
| Annual return | -17.69% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,629 | $1,505+8.2% | $2,413-32.5% | $2,596-37.3% |
| Participant deferral / active EE | $6,184 | $3,024+104.5% | $3,985+55.2% | $4,027+53.6% |
| Admin fee / account holder | $13,896 | $4,835+187.4% | $6,832+103.4% | $5,403+157.2% |