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 | $176,679 | $73,867+139.2% | $143,757+22.9% | $68,494+157.9% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -12.90% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $6,614 | $3,184+107.7% | $4,951+33.6% | $2,596+154.7% |
| Participant deferral / active EE | $4,231 | $3,384+25.0% | $5,637-24.9% | $4,027+5.1% |
| Admin fee / account holder | $32,151 | $5,755+458.7% | $14,673+119.1% | $5,403+495.1% |