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 | $106,925 | $59,805+78.8% | $79,550+34.4% | $68,494+56.1% |
| Participation rate | 75.6% | 61.1%+14.5pp | 69.5%+6.1pp | 67.9%+7.7pp |
| Annual return | -13.36% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,580 | $1,505+71.4% | $2,413+6.9% | $2,596-0.6% |
| Participant deferral / active EE | $3,237 | $3,024+7.0% | $3,985-18.8% | $4,027-19.6% |
| Admin fee / account holder | $20,759 | $4,835+329.4% | $6,832+203.8% | $5,403+284.2% |