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 | $123,170 | $48,265+155.2% | $68,791+79.0% | $68,494+79.8% |
| Participation rate | 78.1% | 60.7%+17.5pp | 69.0%+9.1pp | 67.9%+10.2pp |
| Annual return | -16.19% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,457 | $2,867+229.9% | $3,941+139.9% | $4,027+134.8% |
| Admin fee / account holder | $11,337 | $4,355+160.3% | $4,932+129.9% | $5,403+109.8% |