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 | $154,744 | $53,596+188.7% | $90,645+70.7% | $64,186+141.1% |
| Participation rate | 92.0% | 64.5%+27.5pp | 74.0%+18.0pp | 69.6%+22.4pp |
| Annual return | -6.37% | 4.41%-10.8pp | 1.88%-8.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,699 | $1,503+13.1% | $2,532-32.9% | $2,381-28.6% |
| Participant deferral / active EE | $5,828 | $2,459+137.0% | $3,425+70.2% | $3,470+68.0% |
| Admin fee / account holder | $362 | $3,868-90.7% | $4,994-92.8% | $4,888-92.6% |