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 | $181,132 | $73,867+145.2% | $143,757+26.0% | $68,494+164.4% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -14.94% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $6,566 | $3,184+106.2% | $4,951+32.6% | $2,596+152.9% |
| Participant deferral / active EE | $5,761 | $3,384+70.2% | $5,637+2.2% | $4,027+43.1% |
| Admin fee / account holder | $8,516 | $5,755+48.0% | $14,673-42.0% | $5,403+57.6% |