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 | $143,770 | $56,484+154.5% | $169,463-15.2% | $64,186+124.0% |
| Participation rate | 88.5% | 64.5%+23.9pp | 77.8%+10.7pp | 69.6%+18.9pp |
| Annual return | -6.25% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,319 | $3,448+170.3% | $5,277+76.6% | $3,470+168.6% |
| Admin fee / account holder | $3,066 | $4,174-26.5% | $9,109-66.3% | $4,888-37.3% |