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 | $215,741 | $59,805+260.7% | $79,550+171.2% | $68,494+215.0% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -15.56% | -12.30%-3.3pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,110 | $1,505+106.7% | $2,413+28.9% | $2,596+19.8% |
| Participant deferral / active EE | $5,153 | $3,024+70.4% | $3,985+29.3% | $4,027+28.0% |
| Admin fee / account holder | $1,853 | $4,835-61.7% | $6,832-72.9% | $5,403-65.7% |