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 | $149,045 | $73,867+101.8% | $143,757+3.7% | $68,494+117.6% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -16.57% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,642 | $3,184-17.0% | $4,951-46.6% | $2,596+1.8% |
| Participant deferral / active EE | $14,433 | $3,384+326.4% | $5,637+156.0% | $4,027+258.4% |
| Admin fee / account holder | $18,338 | $5,755+218.7% | $14,673+25.0% | $5,403+239.4% |