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 | $147,294 | $71,883+104.9% | $86,677+69.9% | $68,494+115.0% |
| Participation rate | 83.6% | 72.2%+11.3pp | 76.6%+7.0pp | 67.9%+15.7pp |
| Annual return | -14.84% | 3.52%-18.4pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,487 | $2,173+60.5% | $2,836+22.9% | $2,596+34.3% |
| Participant deferral / active EE | $6,069 | $3,779+60.6% | $4,656+30.4% | $4,027+50.7% |
| Admin fee / account holder | $30,294 | $6,112+395.7% | $7,493+304.3% | $5,403+460.7% |