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 | $188,806 | $73,004+158.6% | $90,749+108.1% | $68,494+175.7% |
| Participation rate | 90.7% | 70.8%+19.9pp | 75.7%+15.0pp | 67.9%+22.8pp |
| Annual return | -12.64% | -13.81%+1.2pp | -12.16%-0.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,801 | $2,193-17.9% | $2,921-38.3% | $2,596-30.6% |
| Participant deferral / active EE | $6,596 | $3,627+81.9% | $4,564+44.5% | $4,027+63.8% |
| Admin fee / account holder | $7,330 | $5,896+24.3% | $8,445-13.2% | $5,403+35.7% |