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 | $173,650 | $73,867+135.1% | $143,757+20.8% | $68,494+153.5% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -15.12% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,095 | $3,184-2.8% | $4,951-37.5% | $2,596+19.2% |
| Participant deferral / active EE | $5,848 | $3,384+72.8% | $5,637+3.7% | $4,027+45.2% |
| Admin fee / account holder | $990 | $5,755-82.8% | $14,673-93.3% | $5,403-81.7% |