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 | $155,827 | $54,350+186.7% | $82,719+88.4% | $68,494+127.5% |
| Participation rate | 76.5% | 63.9%+12.6pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | 0.06% | -13.67%+13.7pp | 701.18%-701.1pp | -7.84%+7.9pp |
| Employer contribution / active EE | $1,664 | $2,218-25.0% | $3,009-44.7% | $2,596-35.9% |
| Participant deferral / active EE | $2,698 | $3,246-16.9% | $4,395-38.6% | $4,027-33.0% |
| Admin fee / account holder | $325 | $4,395-92.6% | $5,329-93.9% | $5,403-94.0% |