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 | $134,615 | $59,805+125.1% | $79,550+69.2% | $68,494+96.5% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -1.59% | -12.30%+10.7pp | 0.16%-1.8pp | -7.84%+6.3pp |
| Employer contribution / active EE | $3,241 | $1,505+115.3% | $2,413+34.3% | $2,596+24.8% |
| Participant deferral / active EE | $4,571 | $3,024+51.1% | $3,985+14.7% | $4,027+13.5% |
| Admin fee / account holder | $557 | $4,835-88.5% | $6,832-91.8% | $5,403-89.7% |