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 | $178,607 | $62,586+185.4% | $76,768+132.7% | $64,186+178.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -7.43% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,216 | $1,832+75.6% | $2,485+29.4% | $2,381+35.1% |
| Participant deferral / active EE | $9,613 | $3,145+205.7% | $3,852+149.6% | $3,470+177.1% |
| Admin fee / account holder | $2,320 | $4,667-50.3% | $6,675-65.2% | $4,888-52.5% |