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 | $162,238 | $64,707+150.7% | $112,228+44.6% | $68,494+136.9% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -16.81% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,839 | $2,746+76.2% | $3,635+33.1% | $2,596+86.4% |
| Participant deferral / active EE | $4,721 | $3,565+32.4% | $4,728-0.1% | $4,027+17.2% |
| Admin fee / account holder | $5,989 | $5,232+14.5% | $6,410-6.6% | $5,403+10.8% |