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 7-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 | $149,833 | $73,004+105.2% | $90,749+65.1% | $68,494+118.8% |
| Participation rate | 78.6% | 70.8%+7.7pp | 75.7%+2.9pp | 67.9%+10.7pp |
| Annual return | -16.24% | -13.81%-2.4pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,129 | $2,193+88.3% | $2,921+41.4% | $2,596+59.0% |
| Participant deferral / active EE | $4,550 | $3,627+25.5% | $4,564-0.3% | $4,027+13.0% |
| Admin fee / account holder | $12,147 | $5,896+106.0% | $8,445+43.8% | $5,403+124.8% |