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 | $130,846 | $77,813+68.2% | $123,544+5.9% | $64,186+103.9% |
| Participation rate | 94.2% | 74.7%+19.5pp | 82.3%+11.9pp | 69.6%+24.6pp |
| Annual return | -6.77% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,284 | $3,014+9.0% | $4,628-29.0% | $2,381+37.9% |
| Participant deferral / active EE | $8,584 | $5,240+63.8% | $6,426+33.6% | $3,470+147.4% |
| Admin fee / account holder | $1,436 | $5,519-74.0% | $9,284-84.5% | $4,888-70.6% |