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 | $153,189 | $42,894+257.1% | $60,874+151.6% | $68,494+123.7% |
| Participation rate | 93.2% | 66.8%+26.4pp | 73.1%+20.1pp | 67.9%+25.3pp |
| Annual return | -12.43% | -13.98%+1.6pp | 16.90%-29.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $9,585 | $1,978+384.5% | $2,701+254.8% | $2,596+269.2% |
| Participant deferral / active EE | $7,819 | $2,867+172.8% | $3,817+104.9% | $4,027+94.2% |
| Admin fee / account holder | $8,294 | $3,101+167.5% | $3,224+157.3% | $5,403+53.5% |