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 | $210,033 | $77,813+169.9% | $123,544+70.0% | $64,186+227.2% |
| Participation rate | 81.1% | 74.7%+6.4pp | 82.3%-1.2pp | 69.6%+11.5pp |
| Annual return | -6.26% | 12.48%-18.7pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,169 | $3,014+38.3% | $4,628-9.9% | $2,381+75.1% |
| Participant deferral / active EE | $7,919 | $5,240+51.1% | $6,426+23.2% | $3,470+128.3% |
| Admin fee / account holder | $6,492 | $5,519+17.6% | $9,284-30.1% | $4,888+32.8% |