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 | $178,810 | $81,900+118.3% | $119,609+49.5% | $68,494+161.1% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -17.86% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,237 | $2,693+131.6% | $4,232+47.4% | $2,596+140.2% |
| Participant deferral / active EE | $6,266 | $4,148+51.1% | $5,602+11.8% | $4,027+55.6% |
| Admin fee / account holder | $4,394 | $6,582-33.2% | $10,323-57.4% | $5,403-18.7% |