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 | $172,351 | $64,707+166.4% | $112,228+53.6% | $68,494+151.6% |
| Participation rate | 86.8% | 67.2%+19.6pp | 75.1%+11.7pp | 67.9%+18.9pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,933 | $2,746+116.1% | $3,635+63.2% | $2,596+128.5% |
| Participant deferral / active EE | $11,867 | $3,565+232.9% | $4,728+151.0% | $4,027+194.7% |
| Admin fee / account holder | $2,539 | $5,232-51.5% | $6,410-60.4% | $5,403-53.0% |