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 | $166,245 | $73,867+125.1% | $143,757+15.6% | $68,494+142.7% |
| Participation rate | 89.5% | 66.7%+22.8pp | 80.3%+9.2pp | 67.9%+21.6pp |
| Annual return | -11.61% | 1.01%-12.6pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $3,539 | $3,184+11.1% | $4,951-28.5% | $2,596+36.3% |
| Participant deferral / active EE | $3,993 | $3,384+18.0% | $5,637-29.2% | $4,027-0.9% |
| Admin fee / account holder | $1,697 | $5,755-70.5% | $14,673-88.4% | $5,403-68.6% |