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 | $177,929 | $73,867+140.9% | $143,757+23.8% | $68,494+159.8% |
| Participation rate | 84.8% | 66.7%+18.2pp | 80.3%+4.5pp | 67.9%+17.0pp |
| Annual return | -16.92% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $9,775 | $3,184+207.0% | $4,951+97.4% | $2,596+276.5% |
| Participant deferral / active EE | $7,593 | $3,384+124.4% | $5,637+34.7% | $4,027+88.5% |
| Admin fee / account holder | $2,197 | $5,755-61.8% | $14,673-85.0% | $5,403-59.3% |