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 | $149,531 | $59,805+150.0% | $79,550+88.0% | $68,494+118.3% |
| Participation rate | 84.2% | 61.1%+23.1pp | 69.5%+14.7pp | 67.9%+16.3pp |
| Annual return | -12.62% | -12.30%-0.3pp | 0.16%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,695 | $1,505+79.1% | $2,413+11.7% | $2,596+3.8% |
| Participant deferral / active EE | $7,034 | $3,024+132.6% | $3,985+76.5% | $4,027+74.7% |
| Admin fee / account holder | $7,020 | $4,835+45.2% | $6,832+2.8% | $5,403+29.9% |