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 | $157,062 | $64,707+142.7% | $112,228+39.9% | $68,494+129.3% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -16.85% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $937 | $2,746-65.9% | $3,635-74.2% | $2,596-63.9% |
| Participant deferral / active EE | $8,826 | $3,565+147.6% | $4,728+86.7% | $4,027+119.2% |
| Admin fee / account holder | $9,591 | $5,232+83.3% | $6,410+49.6% | $5,403+77.5% |