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 | $152,866 | $73,867+106.9% | $143,757+6.3% | $68,494+123.2% |
| Participation rate | 95.7% | 66.7%+29.1pp | 80.3%+15.4pp | 67.9%+27.9pp |
| Annual return | -14.88% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $7,633 | $3,184+139.7% | $4,951+54.2% | $2,596+194.0% |
| Participant deferral / active EE | $6,136 | $3,384+81.3% | $5,637+8.9% | $4,027+52.4% |
| Admin fee / account holder | $770 | $5,755-86.6% | $14,673-94.8% | $5,403-85.7% |