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 | $147,353 | $59,805+146.4% | $79,550+85.2% | $68,494+115.1% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.5%+23.6pp | 67.9%+25.2pp |
| Annual return | -15.50% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,099 | $1,505+105.9% | $2,413+28.4% | $2,596+19.4% |
| Participant deferral / active EE | $6,029 | $3,024+99.4% | $3,985+51.3% | $4,027+49.7% |
| Admin fee / account holder | $3,813 | $4,835-21.1% | $6,832-44.2% | $5,403-29.4% |