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 | $156,149 | $64,707+141.3% | $112,228+39.1% | $68,494+128.0% |
| Participation rate | 72.5% | 67.2%+5.3pp | 75.1%-2.6pp | 67.9%+4.6pp |
| Annual return | -7.88% | -11.40%+3.5pp | 27.45%-35.3pp | -7.84%0pp |
| Employer contribution / active EE | $837 | $2,746-69.5% | $3,635-77.0% | $2,596-67.8% |
| Participant deferral / active EE | $4,541 | $3,565+27.4% | $4,728-4.0% | $4,027+12.8% |
| Admin fee / account holder | $19,149 | $5,232+266.0% | $6,410+198.7% | $5,403+254.4% |