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 | $147,388 | $59,805+146.4% | $79,550+85.3% | $68,494+115.2% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.5%+27.3pp | 67.9%+28.9pp |
| Annual return | -12.40% | -12.30%-0.1pp | 0.16%-12.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $7,154 | $1,505+375.3% | $2,413+196.4% | $2,596+175.5% |
| Participant deferral / active EE | $5,424 | $3,024+79.4% | $3,985+36.1% | $4,027+34.7% |
| Admin fee / account holder | $14,793 | $4,835+206.0% | $6,832+116.5% | $5,403+173.8% |