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 | $187,882 | $61,660+204.7% | $80,019+134.8% | $64,186+192.7% |
| Participation rate | 88.6% | 71.7%+16.9pp | 75.8%+12.7pp | 69.6%+19.0pp |
| Annual return | -2.26% | -0.33%-1.9pp | 11.22%-13.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $790 | $1,810-56.4% | $2,468-68.0% | $2,381-66.8% |
| Participant deferral / active EE | $4,570 | $2,968+54.0% | $3,686+24.0% | $3,470+31.7% |
| Admin fee / account holder | $12,834 | $5,417+136.9% | $6,521+96.8% | $4,888+162.6% |