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 | $145,312 | $71,883+102.2% | $86,677+67.6% | $68,494+112.2% |
| Participation rate | 76.1% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -16.90% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,069 | $2,173+179.3% | $2,836+114.0% | $2,596+133.8% |
| Participant deferral / active EE | $6,733 | $3,779+78.2% | $4,656+44.6% | $4,027+67.2% |
| Admin fee / account holder | $4,366 | $6,112-28.6% | $7,493-41.7% | $5,403-19.2% |