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 | $171,614 | $110,094+55.9% | $151,611+13.2% | $68,494+150.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -11.23% | -10.12%-1.1pp | 3.33%-14.6pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,750 | $4,471-60.8% | $6,166-71.6% | $2,596-32.6% |
| Participant deferral / active EE | $7,661 | $6,527+17.4% | $8,363-8.4% | $4,027+90.2% |
| Admin fee / account holder | $3,023 | $7,719-60.8% | $11,616-74.0% | $5,403-44.0% |