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 | $165,866 | $76,000+118.2% | $154,107+7.6% | $64,186+158.4% |
| Participation rate | 73.1% | 70.4%+2.7pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,960 | $3,351-41.5% | $5,298-63.0% | $2,381-17.7% |
| Participant deferral / active EE | $5,044 | $3,175+58.9% | $5,081-0.7% | $3,470+45.4% |
| Admin fee / account holder | $7,277 | $5,596+30.0% | $13,411-45.7% | $4,888+48.9% |