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 | $158,184 | $73,867+114.1% | $143,757+10.0% | $68,494+130.9% |
| Participation rate | 91.3% | 66.7%+24.6pp | 80.3%+10.9pp | 67.9%+23.4pp |
| Annual return | -13.51% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,423 | $3,184+7.5% | $4,951-30.9% | $2,596+31.8% |
| Participant deferral / active EE | $5,858 | $3,384+73.1% | $5,637+3.9% | $4,027+45.5% |
| Admin fee / account holder | $12,261 | $5,755+113.1% | $14,673-16.4% | $5,403+126.9% |