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 | $183,172 | $77,813+135.4% | $123,544+48.3% | $64,186+185.4% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.8pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,047 | $3,014+133.8% | $4,628+52.3% | $2,381+196.0% |
| Participant deferral / active EE | $7,523 | $5,240+43.6% | $6,426+17.1% | $3,470+116.8% |
| Admin fee / account holder | $3,505 | $5,519-36.5% | $9,284-62.2% | $4,888-28.3% |