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 | $172,799 | $42,383+307.7% | $76,523+125.8% | $64,186+169.2% |
| Participation rate | 85.2% | 58.1%+27.0pp | 68.0%+17.2pp | 69.6%+15.6pp |
| Annual return | -5.08% | -16.54%+11.5pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,861 | $1,563+338.9% | $2,647+159.2% | $2,381+188.2% |
| Participant deferral / active EE | $7,052 | $2,566+174.8% | $3,835+83.9% | $3,470+103.3% |
| Admin fee / account holder | $2,917 | $3,198-8.8% | $4,848-39.8% | $4,888-40.3% |