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 6-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 | $186,109 | $69,010+169.7% | $159,960+16.3% | $68,494+171.7% |
| Participation rate | 78.4% | 65.4%+13.0pp | 78.0%+0.4pp | 67.9%+10.5pp |
| Annual return | -19.29% | -9.65%-9.6pp | 408.60%-427.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,180 | $2,213+43.7% | $4,226-24.7% | $2,596+22.5% |
| Participant deferral / active EE | $6,838 | $4,212+62.3% | $6,182+10.6% | $4,027+69.8% |
| Admin fee / account holder | $8,515 | $4,798+77.5% | $8,698-2.1% | $5,403+57.6% |