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 | $166,721 | $52,681+216.5% | $75,781+120.0% | $59,632+179.6% |
| Participation rate | 70.8% | 67.2%+3.6pp | 75.8%-5.0pp | 68.7%+2.2pp |
| Annual return | -0.29% | 2.95%-3.2pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $6,833 | $2,193+211.5% | $3,323+105.6% | $2,203+210.2% |
| Participant deferral / active EE | $4,426 | $2,591+70.8% | $3,651+21.2% | $3,192+38.7% |
| Admin fee / account holder | $10,740 | $3,610+197.5% | $5,299+102.7% | $4,297+150.0% |