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 | $143,932 | $110,094+30.7% | $151,611-5.1% | $68,494+110.1% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -17.36% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,660 | $4,471-18.1% | $6,166-40.6% | $2,596+41.0% |
| Participant deferral / active EE | $8,689 | $6,527+33.1% | $8,363+3.9% | $4,027+115.8% |
| Admin fee / account holder | $7,640 | $7,719-1.0% | $11,616-34.2% | $5,403+41.4% |