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 | $149,703 | $81,900+82.8% | $119,609+25.2% | $68,494+118.6% |
| Participation rate | 82.8% | 71.9%+10.9pp | 79.3%+3.5pp | 67.9%+14.9pp |
| Annual return | -15.98% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,318 | $2,693-13.9% | $4,232-45.2% | $2,596-10.7% |
| Participant deferral / active EE | $4,981 | $4,148+20.1% | $5,602-11.1% | $4,027+23.7% |
| Admin fee / account holder | $12,200 | $6,582+85.4% | $10,323+18.2% | $5,403+125.8% |