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 | $165,323 | $81,900+101.9% | $119,609+38.2% | $68,494+141.4% |
| Participation rate | 83.1% | 71.9%+11.2pp | 79.3%+3.8pp | 67.9%+15.2pp |
| Annual return | -16.07% | -23.82%+7.7pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,615 | $2,693+71.4% | $4,232+9.1% | $2,596+77.8% |
| Participant deferral / active EE | $5,176 | $4,148+24.8% | $5,602-7.6% | $4,027+28.5% |
| Admin fee / account holder | $7,951 | $6,582+20.8% | $10,323-23.0% | $5,403+47.2% |