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 | $174,662 | $49,177+255.2% | $79,464+119.8% | $64,186+172.1% |
| Participation rate | 82.9% | 65.0%+17.8pp | 73.3%+9.5pp | 69.6%+13.3pp |
| Annual return | -5.33% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,253 | $2,076+56.7% | $2,800+16.2% | $2,381+36.6% |
| Participant deferral / active EE | $6,029 | $2,821+113.7% | $3,704+62.8% | $3,470+73.8% |
| Admin fee / account holder | $2,647 | $3,839-31.1% | $5,113-48.2% | $4,888-45.9% |