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 | $143,576 | $72,404+98.3% | $110,238+30.2% | $64,186+123.7% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.6pp |
| Annual return | -0.99% | -6.29%+5.3pp | 314.74%-315.7pp | 7.63%-8.6pp |
| Employer contribution / active EE | $593 | $2,282-74.0% | $3,826-84.5% | $2,381-75.1% |
| Participant deferral / active EE | $2,789 | $3,469-19.6% | $4,672-40.3% | $3,470-19.6% |
| Admin fee / account holder | $2,040 | $5,664-64.0% | $8,547-76.1% | $4,888-58.3% |