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 | $183,957 | $73,867+149.0% | $143,757+28.0% | $68,494+168.6% |
| Participation rate | 89.8% | 66.7%+23.2pp | 80.3%+9.5pp | 67.9%+21.9pp |
| Annual return | -18.66% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $8,324 | $3,184+161.4% | $4,951+68.1% | $2,596+220.6% |
| Participant deferral / active EE | $5,805 | $3,384+71.5% | $5,637+3.0% | $4,027+44.1% |
| Admin fee / account holder | $2,789 | $5,755-51.5% | $14,673-81.0% | $5,403-48.4% |