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 | $140,955 | $73,867+90.8% | $143,757-1.9% | $68,494+105.8% |
| Participation rate | 91.5% | 66.7%+24.9pp | 80.3%+11.2pp | 67.9%+23.7pp |
| Annual return | -16.32% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,751 | $3,184+112.0% | $4,951+36.4% | $2,596+160.0% |
| Participant deferral / active EE | $4,055 | $3,384+19.8% | $5,637-28.1% | $4,027+0.7% |
| Admin fee / account holder | $1,876 | $5,755-67.4% | $14,673-87.2% | $5,403-65.3% |