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 | $154,844 | $73,867+109.6% | $143,757+7.7% | $68,494+126.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $7,766 | $3,184+143.9% | $4,951+56.9% | $2,596+199.1% |
| Participant deferral / active EE | $6,259 | $3,384+84.9% | $5,637+11.0% | $4,027+55.4% |
| Admin fee / account holder | $15,426 | $5,755+168.1% | $14,673+5.1% | $5,403+185.5% |