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 | $131,827 | $48,265+173.1% | $68,791+91.6% | $68,494+92.5% |
| Participation rate | 98.1% | 60.7%+37.4pp | 69.0%+29.1pp | 67.9%+30.2pp |
| Annual return | -15.74% | -12.71%-3.0pp | -6.38%-9.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,751 | $1,829+105.1% | $2,655+41.3% | $2,596+44.5% |
| Participant deferral / active EE | $9,189 | $2,867+220.6% | $3,941+133.2% | $4,027+128.2% |
| Admin fee / account holder | $16,112 | $4,355+269.9% | $4,932+226.7% | $5,403+198.2% |