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 | $147,935 | $59,805+147.4% | $79,550+86.0% | $68,494+116.0% |
| Participation rate | 95.7% | 61.1%+34.7pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | -19.16% | -12.30%-6.9pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,560 | $1,505+136.5% | $2,413+47.5% | $2,596+37.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $23,095 | $4,835+377.7% | $6,832+238.0% | $5,403+327.5% |