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 | $135,377 | $64,707+109.2% | $112,228+20.6% | $68,494+97.6% |
| Participation rate | 81.3% | 67.2%+14.1pp | 75.1%+6.2pp | 67.9%+13.4pp |
| Annual return | -13.71% | -11.40%-2.3pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,053 | $2,746+11.2% | $3,635-16.0% | $2,596+17.6% |
| Participant deferral / active EE | $6,435 | $3,565+80.5% | $4,728+36.1% | $4,027+59.8% |
| Admin fee / account holder | $19,362 | $5,232+270.1% | $6,410+202.1% | $5,403+258.4% |