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 | $186,554 | $81,900+127.8% | $119,609+56.0% | $68,494+172.4% |
| Participation rate | 94.3% | 71.9%+22.4pp | 79.3%+15.0pp | 67.9%+26.4pp |
| Annual return | -14.39% | -23.82%+9.4pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,469 | $2,693+28.8% | $4,232-18.0% | $2,596+33.6% |
| Participant deferral / active EE | $5,330 | $4,148+28.5% | $5,602-4.8% | $4,027+32.4% |
| Admin fee / account holder | $17,118 | $6,582+160.1% | $10,323+65.8% | $5,403+216.8% |