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 | $177,382 | $62,586+183.4% | $76,768+131.1% | $64,186+176.4% |
| Participation rate | 71.6% | 72.8%-1.2pp | 77.0%-5.3pp | 69.6%+2.1pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,278 | $1,832+24.4% | $2,485-8.3% | $2,381-4.3% |
| Participant deferral / active EE | $4,688 | $3,145+49.1% | $3,852+21.7% | $3,470+35.1% |
| Admin fee / account holder | $25,776 | $4,667+452.3% | $6,675+286.2% | $4,888+427.3% |