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 | $153,950 | $72,404+112.6% | $110,238+39.7% | $64,186+139.9% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.1pp |
| Annual return | -5.57% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,254 | $2,282+42.6% | $3,826-14.9% | $2,381+36.7% |
| Participant deferral / active EE | $8,206 | $3,469+136.5% | $4,672+75.7% | $3,470+136.5% |
| Admin fee / account holder | $4,581 | $5,664-19.1% | $8,547-46.4% | $4,888-6.3% |