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 | $189,068 | $107,791+75.4% | $90,645+108.6% | $135,375+39.7% |
| Participation rate | 72.7% | 78.0%-5.3pp | 74.0%-1.3pp | 82.6%-9.9pp |
| Annual return | -3.99% | -0.90%-3.1pp | 1.88%-5.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,216 | $3,018-59.7% | $2,532-52.0% | $4,779-74.6% |
| Participant deferral / active EE | $3,188 | $3,872-17.7% | $3,425-6.9% | $5,609-43.2% |
| Admin fee / account holder | $1,486 | $5,930-74.9% | $4,994-70.2% | $10,827-86.3% |