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 | $160,127 | $73,867+116.8% | $143,757+11.4% | $68,494+133.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.92% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,327 | $3,184+4.5% | $4,951-32.8% | $2,596+28.2% |
| Participant deferral / active EE | $3,795 | $3,384+12.1% | $5,637-32.7% | $4,027-5.8% |
| Admin fee / account holder | $7,223 | $5,755+25.5% | $14,673-50.8% | $5,403+33.7% |