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 | $150,847 | $73,867+104.2% | $143,757+4.9% | $68,494+120.2% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -15.97% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $7,976 | $3,184+150.5% | $4,951+61.1% | $2,596+207.2% |
| Participant deferral / active EE | $5,385 | $3,384+59.1% | $5,637-4.5% | $4,027+33.7% |
| Admin fee / account holder | $32,585 | $5,755+466.2% | $14,673+122.1% | $5,403+503.1% |