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 | $155,816 | $77,813+100.2% | $123,544+26.1% | $64,186+142.8% |
| Participation rate | 88.4% | 74.7%+13.7pp | 82.3%+6.1pp | 69.6%+18.8pp |
| Annual return | -8.05% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $624 | $3,014-79.3% | $4,628-86.5% | $2,381-73.8% |
| Participant deferral / active EE | $6,648 | $5,240+26.9% | $6,426+3.5% | $3,470+91.6% |
| Admin fee / account holder | $28,319 | $5,519+413.1% | $9,284+205.0% | $4,888+479.3% |