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 7-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 | $173,166 | $49,280+251.4% | $67,313+157.3% | $64,186+169.8% |
| Participation rate | 70.1% | 60.8%+9.4pp | 69.1%+1.1pp | 69.6%+0.6pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,336 | $1,668+99.9% | $2,566+30.0% | $2,381+40.1% |
| Participant deferral / active EE | $6,738 | $2,484+171.2% | $3,568+88.8% | $3,470+94.2% |
| Admin fee / account holder | $37,320 | $3,863+866.2% | $4,507+728.1% | $4,888+663.5% |