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 8-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 | $142,114 | $56,357+152.2% | $104,294+36.3% | $68,494+107.5% |
| Participation rate | 85.3% | 63.3%+22.0pp | 73.3%+12.0pp | 67.9%+17.4pp |
| Annual return | -16.55% | -9.19%-7.4pp | 24.61%-41.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,158 | $1,960+61.1% | $3,372-6.3% | $2,596+21.6% |
| Participant deferral / active EE | $6,835 | $3,077+122.1% | $4,625+47.8% | $4,027+69.7% |
| Admin fee / account holder | $2,754 | $4,903-43.8% | $7,339-62.5% | $5,403-49.0% |