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 | $173,158 | $64,707+167.6% | $112,228+54.3% | $68,494+152.8% |
| Participation rate | 70.1% | 67.2%+3.0pp | 75.1%-4.9pp | 67.9%+2.3pp |
| Annual return | -18.75% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,364 | $2,746-50.3% | $3,635-62.5% | $2,596-47.5% |
| Participant deferral / active EE | $5,767 | $3,565+61.8% | $4,728+22.0% | $4,027+43.2% |
| Admin fee / account holder | $4,332 | $5,232-17.2% | $6,410-32.4% | $5,403-19.8% |