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 | $174,690 | $73,867+136.5% | $143,757+21.5% | $68,494+155.0% |
| Participation rate | 87.2% | 66.7%+20.6pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -16.16% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,674 | $3,184+78.2% | $4,951+14.6% | $2,596+118.5% |
| Participant deferral / active EE | $5,900 | $3,384+74.3% | $5,637+4.7% | $4,027+46.5% |
| Admin fee / account holder | $10,449 | $5,755+81.6% | $14,673-28.8% | $5,403+93.4% |