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 | $168,947 | $61,660+174.0% | $80,019+111.1% | $64,186+163.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.52% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,761 | $1,810-2.7% | $2,468-28.6% | $2,381-26.0% |
| Participant deferral / active EE | $5,505 | $2,968+85.5% | $3,686+49.4% | $3,470+58.7% |
| Admin fee / account holder | $7,299 | $5,417+34.7% | $6,521+11.9% | $4,888+49.3% |