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 | $171,476 | $73,867+132.1% | $143,757+19.3% | $68,494+150.3% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -13.02% | 1.01%-14.0pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $8,580 | $3,184+169.5% | $4,951+73.3% | $2,596+230.5% |
| Participant deferral / active EE | $4,823 | $3,384+42.5% | $5,637-14.4% | $4,027+19.8% |
| Admin fee / account holder | $5,024 | $5,755-12.7% | $14,673-65.8% | $5,403-7.0% |