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 | $193,378 | $62,586+209.0% | $76,768+151.9% | $64,186+201.3% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -2.41% | -1.95%-0.5pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $4,120 | $1,832+124.9% | $2,485+65.8% | $2,381+73.0% |
| Participant deferral / active EE | $7,419 | $3,145+135.9% | $3,852+92.6% | $3,470+113.8% |
| Admin fee / account holder | $2,057 | $4,667-55.9% | $6,675-69.2% | $4,888-57.9% |