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 | $185,865 | $71,883+158.6% | $86,677+114.4% | $68,494+171.4% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -16.29% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,166 | $2,173-0.3% | $2,836-23.6% | $2,596-16.6% |
| Participant deferral / active EE | $4,293 | $3,779+13.6% | $4,656-7.8% | $4,027+6.6% |
| Admin fee / account holder | $5,627 | $6,112-7.9% | $7,493-24.9% | $5,403+4.2% |