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 | $152,598 | $81,900+86.3% | $119,609+27.6% | $68,494+122.8% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -16.21% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,107 | $2,693+15.4% | $4,232-26.6% | $2,596+19.7% |
| Participant deferral / active EE | $9,088 | $4,148+119.1% | $5,602+62.2% | $4,027+125.7% |
| Admin fee / account holder | $9,100 | $6,582+38.3% | $10,323-11.9% | $5,403+68.4% |