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 | $167,873 | $94,529+77.6% | $140,016+19.9% | $64,186+161.5% |
| Participation rate | 82.1% | 84.1%-1.9pp | 87.5%-5.4pp | 69.6%+12.6pp |
| Annual return | -5.05% | 7.77%-12.8pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,960 | $3,812+82.5% | $5,606+24.1% | $2,381+192.3% |
| Participant deferral / active EE | $8,461 | $5,250+61.2% | $6,927+22.1% | $3,470+143.9% |
| Admin fee / account holder | $8,488 | $6,741+25.9% | $10,705-20.7% | $4,888+73.6% |