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 | $146,572 | $59,107+148.0% | $86,436+69.6% | $68,494+114.0% |
| Participation rate | 88.6% | 75.2%+13.3pp | 80.3%+8.2pp | 67.9%+20.7pp |
| Annual return | -16.99% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,969 | $2,519+17.9% | $3,769-21.2% | $2,596+14.3% |
| Participant deferral / active EE | $7,749 | $5,901+31.3% | $6,952+11.5% | $4,027+92.4% |
| Admin fee / account holder | $2,923 | $5,637-48.2% | $6,731-56.6% | $5,403-45.9% |