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 | $160,815 | $43,327+271.2% | $59,878+168.6% | $64,186+150.5% |
| Participation rate | 93.9% | 69.2%+24.8pp | 74.7%+19.2pp | 69.6%+24.4pp |
| Annual return | -1.84% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $6,975 | $2,028+243.8% | $2,722+156.3% | $2,381+193.0% |
| Participant deferral / active EE | $5,901 | $2,546+131.8% | $3,402+73.5% | $3,470+70.1% |
| Admin fee / account holder | $19,155 | $3,005+537.4% | $3,590+433.5% | $4,888+291.9% |