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 | $143,341 | $62,586+129.0% | $76,768+86.7% | $64,186+123.3% |
| Participation rate | 96.7% | 72.8%+23.9pp | 77.0%+19.7pp | 69.6%+27.1pp |
| Annual return | -3.87% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,307 | $1,832+244.2% | $2,485+153.8% | $2,381+164.9% |
| Participant deferral / active EE | $4,381 | $3,145+39.3% | $3,852+13.8% | $3,470+26.3% |
| Admin fee / account holder | $23,018 | $4,667+393.2% | $6,675+244.8% | $4,888+370.9% |