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 | $171,393 | $81,900+109.3% | $119,609+43.3% | $68,494+150.2% |
| Participation rate | 72.6% | 71.9%+0.7pp | 79.3%-6.6pp | 67.9%+4.7pp |
| Annual return | -16.05% | -23.82%+7.8pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,716 | $2,693+38.0% | $4,232-12.2% | $2,596+43.1% |
| Participant deferral / active EE | $7,038 | $4,148+69.7% | $5,602+25.6% | $4,027+74.8% |
| Admin fee / account holder | $20,758 | $6,582+215.4% | $10,323+101.1% | $5,403+284.2% |