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 | $142,514 | $110,094+29.4% | $151,611-6.0% | $68,494+108.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -15.10% | -10.12%-5.0pp | 3.33%-18.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,627 | $4,471+25.9% | $6,166-8.7% | $2,596+116.7% |
| Participant deferral / active EE | $9,447 | $6,527+44.7% | $8,363+13.0% | $4,027+134.6% |
| Admin fee / account holder | $91,645 | $7,719+1087.3% | $11,616+689.0% | $5,403+1596.3% |