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 | $182,929 | $110,094+66.2% | $151,611+20.7% | $68,494+167.1% |
| Participation rate | 85.4% | 84.0%+1.4pp | 87.5%-2.1pp | 67.9%+17.5pp |
| Annual return | -14.12% | -10.12%-4.0pp | 3.33%-17.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,505 | $4,471-21.6% | $6,166-43.2% | $2,596+35.0% |
| Participant deferral / active EE | $3,840 | $6,527-41.2% | $8,363-54.1% | $4,027-4.6% |
| Admin fee / account holder | $7,728 | $7,719+0.1% | $11,616-33.5% | $5,403+43.0% |