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 | $143,593 | $64,707+121.9% | $112,228+27.9% | $68,494+109.6% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | -14.53% | -11.40%-3.1pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,851 | $2,746+40.2% | $3,635+5.9% | $2,596+48.3% |
| Participant deferral / active EE | $9,588 | $3,565+169.0% | $4,728+102.8% | $4,027+138.1% |
| Admin fee / account holder | $8,439 | $5,232+61.3% | $6,410+31.7% | $5,403+56.2% |