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 | $161,812 | $73,867+119.1% | $143,757+12.6% | $68,494+136.2% |
| Participation rate | 84.1% | 66.7%+17.4pp | 80.3%+3.8pp | 67.9%+16.2pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,486 | $3,184+9.5% | $4,951-29.6% | $2,596+34.3% |
| Participant deferral / active EE | $5,872 | $3,384+73.5% | $5,637+4.2% | $4,027+45.8% |
| Admin fee / account holder | $2,503 | $5,755-56.5% | $14,673-82.9% | $5,403-53.7% |