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 | $149,203 | $73,867+102.0% | $143,757+3.8% | $68,494+117.8% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -12.71% | 1.01%-13.7pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,870 | $3,184-41.3% | $4,951-62.2% | $2,596-28.0% |
| Participant deferral / active EE | $5,562 | $3,384+64.3% | $5,637-1.3% | $4,027+38.1% |
| Admin fee / account holder | $11,821 | $5,755+105.4% | $14,673-19.4% | $5,403+118.8% |