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 | $168,256 | $48,265+248.6% | $68,791+144.6% | $68,494+145.6% |
| Participation rate | 80.4% | 60.7%+19.7pp | 69.0%+11.3pp | 67.9%+12.5pp |
| Annual return | -11.37% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,579 | $1,829+41.1% | $2,655-2.9% | $2,596-0.7% |
| Participant deferral / active EE | $5,017 | $2,867+75.0% | $3,941+27.3% | $4,027+24.6% |
| Admin fee / account holder | $7,636 | $4,355+75.3% | $4,932+54.8% | $5,403+41.3% |