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 | $239,004 | $43,327+451.6% | $59,878+299.1% | $64,186+272.4% |
| Participation rate | 84.0% | 69.2%+14.8pp | 74.7%+9.3pp | 69.6%+14.4pp |
| Annual return | -5.11% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $8,996 | $2,028+343.5% | $2,722+230.5% | $2,381+277.8% |
| Participant deferral / active EE | $7,204 | $2,546+183.0% | $3,402+111.8% | $3,470+107.6% |
| Admin fee / account holder | $2,631 | $3,005-12.5% | $3,590-26.7% | $4,888-46.2% |