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 | $145,162 | $62,586+131.9% | $76,768+89.1% | $64,186+126.2% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -7.37% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,020 | $1,832+64.8% | $2,485+21.5% | $2,381+26.8% |
| Participant deferral / active EE | $7,963 | $3,145+153.2% | $3,852+106.8% | $3,470+129.5% |
| Admin fee / account holder | $5,920 | $4,667+26.9% | $6,675-11.3% | $4,888+21.1% |