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 | $130,064 | $43,327+200.2% | $59,878+117.2% | $64,186+102.6% |
| Participation rate | 97.7% | 69.2%+28.5pp | 74.7%+23.0pp | 69.6%+28.1pp |
| Annual return | -6.01% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $15,332 | $2,028+655.9% | $2,722+463.4% | $2,381+544.0% |
| Participant deferral / active EE | $4,806 | $2,546+88.8% | $3,402+41.3% | $3,470+38.5% |
| Admin fee / account holder | $8,511 | $3,005+183.2% | $3,590+137.1% | $4,888+74.1% |