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 | $122,198 | $48,265+153.2% | $68,791+77.6% | $68,494+78.4% |
| Participation rate | 80.0% | 60.7%+19.3pp | 69.0%+11.0pp | 67.9%+12.1pp |
| Annual return | -17.79% | -12.71%-5.1pp | -6.38%-11.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,315 | $1,829+26.6% | $2,655-12.8% | $2,596-10.8% |
| Participant deferral / active EE | $9,570 | $2,867+233.8% | $3,941+142.8% | $4,027+137.6% |
| Admin fee / account holder | $15,654 | $4,355+259.4% | $4,932+217.4% | $5,403+189.7% |