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 | $143,863 | $64,707+122.3% | $112,228+28.2% | $68,494+110.0% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | -4.49% | -11.40%+6.9pp | 27.45%-31.9pp | -7.84%+3.4pp |
| Employer contribution / active EE | $1,037 | $2,746-62.2% | $3,635-71.5% | $2,596-60.1% |
| Participant deferral / active EE | $5,191 | $3,565+45.6% | $4,728+9.8% | $4,027+28.9% |
| Admin fee / account holder | $13,554 | $5,232+159.0% | $6,410+111.4% | $5,403+150.9% |