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 | $152,728 | $62,586+144.0% | $76,768+98.9% | $64,186+137.9% |
| Participation rate | 71.3% | 72.8%-1.5pp | 77.0%-5.7pp | 69.6%+1.7pp |
| Annual return | -3.50% | -1.95%-1.6pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $961 | $1,832-47.6% | $2,485-61.3% | $2,381-59.7% |
| Participant deferral / active EE | $4,381 | $3,145+39.3% | $3,852+13.8% | $3,470+26.3% |
| Admin fee / account holder | $3,642 | $4,667-22.0% | $6,675-45.4% | $4,888-25.5% |