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 | $153,763 | $110,094+39.7% | $151,611+1.4% | $68,494+124.5% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -6.81% | -10.12%+3.3pp | 3.33%-10.1pp | -7.84%+1.0pp |
| Employer contribution / active EE | $6,328 | $4,471+41.6% | $6,166+2.6% | $2,596+143.7% |
| Participant deferral / active EE | $5,654 | $6,527-13.4% | $8,363-32.4% | $4,027+40.4% |
| Admin fee / account holder | $4,214 | $7,719-45.4% | $11,616-63.7% | $5,403-22.0% |