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 | $179,935 | $72,404+148.5% | $110,238+63.2% | $64,186+180.3% |
| Participation rate | 97.9% | 73.3%+24.5pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | -4.88% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,518 | $2,282+141.9% | $3,826+44.2% | $2,381+131.8% |
| Participant deferral / active EE | $7,093 | $3,469+104.5% | $4,672+51.8% | $3,470+104.4% |
| Admin fee / account holder | $7,896 | $5,664+39.4% | $8,547-7.6% | $4,888+61.5% |