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 | $182,347 | $46,674+290.7% | $117,472+55.2% | $68,494+166.2% |
| Participation rate | 71.1% | 56.8%+14.3pp | 70.6%+0.5pp | 67.9%+3.2pp |
| Annual return | -13.78% | -14.52%+0.7pp | 29.74%-43.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,052 | $1,505+36.4% | $4,176-50.9% | $2,596-21.0% |
| Participant deferral / active EE | $4,442 | $2,636+68.5% | $4,070+9.1% | $4,027+10.3% |
| Admin fee / account holder | $5,556 | $4,020+38.2% | $5,645-1.6% | $5,403+2.8% |