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 | $169,895 | $57,354+196.2% | $83,848+102.6% | $64,186+164.7% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.0pp | 69.6%+28.6pp |
| Annual return | -6.97% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,642 | $2,545+200.2% | $3,631+110.5% | $2,381+221.0% |
| Participant deferral / active EE | $5,980 | $2,993+99.8% | $4,082+46.5% | $3,470+72.4% |
| Admin fee / account holder | $7,587 | $4,046+87.5% | $5,478+38.5% | $4,888+55.2% |