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 | $156,428 | $77,976+100.6% | $81,367+92.3% | $125,391+24.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | 7.66% | -2.85%+10.5pp | -0.92%+8.6pp | 282.22%-274.6pp |
| Employer contribution / active EE | $2,719 | $4,366-37.7% | $3,930-30.8% | $4,866-44.1% |
| Participant deferral / active EE | $5,763 | $5,646+2.1% | $5,383+7.1% | $5,352+7.7% |
| Admin fee / account holder | $6,135 | $12,476-50.8% | $8,926-31.3% | $9,540-35.7% |