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 | $180,184 | $59,805+201.3% | $79,550+126.5% | $68,494+163.1% |
| Participation rate | 97.6% | 61.1%+36.6pp | 69.5%+28.1pp | 67.9%+29.7pp |
| Annual return | -12.40% | -12.30%-0.1pp | 0.16%-12.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,804 | $1,505+219.2% | $2,413+99.1% | $2,596+85.0% |
| Participant deferral / active EE | $4,975 | $3,024+64.5% | $3,985+24.8% | $4,027+23.5% |
| Admin fee / account holder | $2,356 | $4,835-51.3% | $6,832-65.5% | $5,403-56.4% |