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 | $138,190 | $73,867+87.1% | $143,757-3.9% | $68,494+101.8% |
| Participation rate | 89.3% | 66.7%+22.6pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,848 | $3,184+52.2% | $4,951-2.1% | $2,596+86.7% |
| Participant deferral / active EE | $6,717 | $3,384+98.5% | $5,637+19.2% | $4,027+66.8% |
| Admin fee / account holder | $26,277 | $5,755+356.6% | $14,673+79.1% | $5,403+386.4% |