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 | $153,544 | $110,094+39.5% | $151,611+1.3% | $68,494+124.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.77% | -10.12%-1.7pp | 3.33%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,217 | $4,471-28.0% | $6,166-47.8% | $2,596+23.9% |
| Participant deferral / active EE | $7,211 | $6,527+10.5% | $8,363-13.8% | $4,027+79.1% |
| Admin fee / account holder | $9,285 | $7,719+20.3% | $11,616-20.1% | $5,403+71.9% |