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 | $177,109 | $57,354+208.8% | $83,848+111.2% | $64,186+175.9% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.5pp | 69.6%+21.1pp |
| Annual return | -6.92% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,141 | $2,545+180.6% | $3,631+96.7% | $2,381+199.9% |
| Participant deferral / active EE | $4,122 | $2,993+37.7% | $4,082+1.0% | $3,470+18.8% |
| Admin fee / account holder | $515 | $4,046-87.3% | $5,478-90.6% | $4,888-89.5% |