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 | $189,854 | $131,829+44.0% | $108,579+74.9% | $273,961-30.7% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 8.42% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,397 | $4,912-71.6% | $3,758-62.8% | $4,869-71.3% |
| Participant deferral / active EE | $4,172 | $5,127-18.6% | $4,311-3.2% | $5,287-21.1% |
| Admin fee / account holder | $3,024 | $10,252-70.5% | $7,645-60.4% | $10,132-70.2% |