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 | $167,137 | $33,067+405.4% | $76,523+118.4% | $56,287+196.9% |
| Participation rate | 78.2% | 55.4%+22.8pp | 68.0%+10.2pp | 69.9%+8.4pp |
| Annual return | -5.57% | 2.72%-8.3pp | -0.27%-5.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,688 | $1,200+40.6% | $2,647-36.2% | $2,111-20.0% |
| Participant deferral / active EE | $7,753 | $2,240+246.1% | $3,835+102.1% | $3,350+131.5% |
| Admin fee / account holder | $10,295 | $537+1817.5% | $4,848+112.4% | $521+1876.3% |