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 | $168,280 | $110,094+52.9% | $151,611+11.0% | $68,494+145.7% |
| Participation rate | 94.4% | 84.0%+10.4pp | 87.5%+6.9pp | 67.9%+26.5pp |
| Annual return | -14.00% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $6,346 | $4,471+41.9% | $6,166+2.9% | $2,596+144.4% |
| Participant deferral / active EE | $5,807 | $6,527-11.0% | $8,363-30.6% | $4,027+44.2% |
| Admin fee / account holder | $2,677 | $7,719-65.3% | $11,616-77.0% | $5,403-50.5% |