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 | $154,294 | $72,177+113.8% | $115,037+34.1% | $59,632+158.7% |
| Participation rate | 74.1% | 72.6%+1.5pp | 81.4%-7.3pp | 68.7%+5.4pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $11,560 | $2,841+306.9% | $4,608+150.9% | $2,203+424.8% |
| Participant deferral / active EE | $3,762 | $4,783-21.4% | $6,026-37.6% | $3,192+17.9% |
| Admin fee / account holder | $1,892 | $4,927-61.6% | $8,175-76.9% | $4,297-56.0% |