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 | $119,765 | $45,863+161.1% | $77,024+55.5% | $68,494+74.9% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | -16.77% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,268 | $1,650+37.5% | $2,812-19.3% | $2,596-12.6% |
| Participant deferral / active EE | $3,752 | $2,962+26.7% | $4,426-15.2% | $4,027-6.8% |
| Admin fee / account holder | $1,126 | $3,041-63.0% | $5,425-79.2% | $5,403-79.2% |