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 | $152,543 | $62,586+143.7% | $76,768+98.7% | $64,186+137.7% |
| Participation rate | 86.4% | 72.8%+13.5pp | 77.0%+9.4pp | 69.6%+16.8pp |
| Annual return | -2.91% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $11,285 | $1,832+516.0% | $2,485+354.1% | $2,381+374.0% |
| Participant deferral / active EE | $2,302 | $3,145-26.8% | $3,852-40.2% | $3,470-33.6% |
| Admin fee / account holder | $7,632 | $4,667+63.5% | $6,675+14.3% | $4,888+56.1% |