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 | $175,215 | $64,707+170.8% | $112,228+56.1% | $68,494+155.8% |
| Participation rate | 84.8% | 67.2%+17.6pp | 75.1%+9.7pp | 67.9%+16.9pp |
| Annual return | -15.31% | -11.40%-3.9pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,939 | $2,746+116.3% | $3,635+63.4% | $2,596+128.8% |
| Participant deferral / active EE | $8,003 | $3,565+124.5% | $4,728+69.3% | $4,027+98.7% |
| Admin fee / account holder | $25,434 | $5,232+386.1% | $6,410+296.8% | $5,403+370.8% |