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 | $155,512 | $56,484+175.3% | $169,463-8.2% | $64,186+142.3% |
| Participation rate | 81.7% | 64.5%+17.1pp | 77.8%+3.9pp | 69.6%+12.1pp |
| Annual return | -5.62% | -1.55%-4.1pp | 1.83%-7.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,643 | $1,832+44.2% | $4,159-36.4% | $2,381+11.0% |
| Participant deferral / active EE | $7,230 | $3,448+109.7% | $5,277+37.0% | $3,470+108.4% |
| Admin fee / account holder | $2,754 | $4,174-34.0% | $9,109-69.8% | $4,888-43.7% |