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 | $154,668 | $64,707+139.0% | $112,228+37.8% | $68,494+125.8% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -16.82% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $8,991 | $2,746+227.5% | $3,635+147.4% | $2,596+246.3% |
| Participant deferral / active EE | $7,018 | $3,565+96.9% | $4,728+48.4% | $4,027+74.3% |
| Admin fee / account holder | $18,178 | $5,232+247.4% | $6,410+183.6% | $5,403+236.5% |