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 | $177,011 | $83,427+112.2% | $115,756+52.9% | $68,494+158.4% |
| Participation rate | 86.2% | 71.9%+14.3pp | 77.1%+9.1pp | 67.9%+18.3pp |
| Annual return | -15.24% | -10.95%-4.3pp | 143.14%-158.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,699 | $3,075-12.2% | $3,793-28.8% | $2,596+3.9% |
| Participant deferral / active EE | $8,516 | $5,355+59.0% | $6,254+36.2% | $4,027+111.5% |
| Admin fee / account holder | $19,099 | $5,708+234.6% | $8,124+135.1% | $5,403+253.5% |