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 | $173,965 | $57,354+203.3% | $83,848+107.5% | $64,186+171.0% |
| Participation rate | 75.8% | 68.6%+7.2pp | 76.1%-0.4pp | 69.6%+6.2pp |
| Annual return | -1.37% | 11.38%-12.8pp | 850.88%-852.3pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,079 | $2,545-57.6% | $3,631-70.3% | $2,381-54.7% |
| Participant deferral / active EE | $3,084 | $2,993+3.0% | $4,082-24.4% | $3,470-11.1% |
| Admin fee / account holder | $9,776 | $4,046+141.6% | $5,478+78.5% | $4,888+100.0% |