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 | $155,286 | $64,707+140.0% | $112,228+38.4% | $68,494+126.7% |
| Participation rate | 88.1% | 67.2%+20.9pp | 75.1%+13.0pp | 67.9%+20.2pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $7,925 | $2,746+188.6% | $3,635+118.0% | $2,596+205.2% |
| Participant deferral / active EE | $4,214 | $3,565+18.2% | $4,728-10.9% | $4,027+4.6% |
| Admin fee / account holder | $6,502 | $5,232+24.3% | $6,410+1.4% | $5,403+20.3% |