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 | $159,598 | $59,107+170.0% | $86,436+84.6% | $68,494+133.0% |
| Participation rate | 81.4% | 75.2%+6.2pp | 80.3%+1.1pp | 67.9%+13.5pp |
| Annual return | -16.41% | -0.23%-16.2pp | 4394.89%-4411.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,520 | $2,519+39.8% | $3,769-6.6% | $2,596+35.6% |
| Participant deferral / active EE | $9,621 | $5,901+63.0% | $6,952+38.4% | $4,027+138.9% |
| Admin fee / account holder | $7,655 | $5,637+35.8% | $6,731+13.7% | $5,403+41.7% |