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 8-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 | $170,921 | $64,707+164.1% | $112,228+52.3% | $68,494+149.5% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -14.97% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $6,572 | $2,746+139.3% | $3,635+80.8% | $2,596+153.1% |
| Participant deferral / active EE | $7,891 | $3,565+121.4% | $4,728+66.9% | $4,027+95.9% |
| Admin fee / account holder | $1,111 | $5,232-78.8% | $6,410-82.7% | $5,403-79.4% |