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 | $153,885 | $73,004+110.8% | $90,749+69.6% | $68,494+124.7% |
| Participation rate | 97.1% | 70.8%+26.2pp | 75.7%+21.4pp | 67.9%+29.2pp |
| Annual return | -16.32% | -13.81%-2.5pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,828 | $2,193+120.2% | $2,921+65.3% | $2,596+86.0% |
| Participant deferral / active EE | $8,186 | $3,627+125.7% | $4,564+79.3% | $4,027+103.3% |
| Admin fee / account holder | $2,905 | $5,896-50.7% | $8,445-65.6% | $5,403-46.2% |