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 | $162,477 | $62,586+159.6% | $76,768+111.6% | $64,186+153.1% |
| Participation rate | 93.8% | 72.8%+21.0pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | -6.37% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,261 | $1,832+78.0% | $2,485+31.2% | $2,381+37.0% |
| Participant deferral / active EE | $5,390 | $3,145+71.4% | $3,852+39.9% | $3,470+55.3% |
| Admin fee / account holder | $871 | $4,667-81.3% | $6,675-87.0% | $4,888-82.2% |