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 | $169,763 | $73,867+129.8% | $143,757+18.1% | $68,494+147.8% |
| Participation rate | 76.4% | 66.7%+9.7pp | 80.3%-3.9pp | 67.9%+8.5pp |
| Annual return | -13.93% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $6,951 | $3,184+118.3% | $4,951+40.4% | $2,596+167.7% |
| Participant deferral / active EE | $4,886 | $3,384+44.4% | $5,637-13.3% | $4,027+21.3% |
| Admin fee / account holder | $14,554 | $5,755+152.9% | $14,673-0.8% | $5,403+169.4% |