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 | $175,432 | $73,867+137.5% | $143,757+22.0% | $68,494+156.1% |
| Participation rate | 92.7% | 66.7%+26.1pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -16.69% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,718 | $3,184-46.0% | $4,951-65.3% | $2,596-33.8% |
| Participant deferral / active EE | $4,096 | $3,384+21.0% | $5,637-27.3% | $4,027+1.7% |
| Admin fee / account holder | $2,078 | $5,755-63.9% | $14,673-85.8% | $5,403-61.5% |