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 | $156,986 | $62,586+150.8% | $76,768+104.5% | $64,186+144.6% |
| Participation rate | 91.2% | 72.8%+18.4pp | 77.0%+14.2pp | 69.6%+21.6pp |
| Annual return | -2.38% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $7,585 | $1,832+314.0% | $2,485+205.2% | $2,381+218.6% |
| Participant deferral / active EE | $5,315 | $3,145+69.0% | $3,852+38.0% | $3,470+53.2% |
| Admin fee / account holder | $9,758 | $4,667+109.1% | $6,675+46.2% | $4,888+99.6% |