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 | $136,182 | $81,900+66.3% | $119,609+13.9% | $68,494+98.8% |
| Participation rate | 79.4% | 71.9%+7.5pp | 79.3%+0.1pp | 67.9%+11.5pp |
| Annual return | -14.80% | -23.82%+9.0pp | -14.97%+0.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,217 | $2,693-17.7% | $4,232-47.6% | $2,596-14.6% |
| Participant deferral / active EE | $7,126 | $4,148+71.8% | $5,602+27.2% | $4,027+76.9% |
| Admin fee / account holder | $56,102 | $6,582+752.4% | $10,323+443.4% | $5,403+938.4% |