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 | $234,881 | $71,480+228.6% | $90,782+158.7% | $64,186+265.9% |
| Participation rate | 96.4% | 77.6%+18.9pp | 82.7%+13.8pp | 69.6%+26.9pp |
| Annual return | -6.90% | -4.25%-2.7pp | -3.42%-3.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,926 | $3,415-14.3% | $4,105-28.7% | $2,381+22.9% |
| Participant deferral / active EE | $10,456 | $4,302+143.0% | $5,366+94.9% | $3,470+201.4% |
| Admin fee / account holder | $11,600 | $6,309+83.9% | $5,908+96.4% | $4,888+137.3% |