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 | $133,917 | $77,813+72.1% | $123,544+8.4% | $64,186+108.6% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -7.20% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,134 | $3,014+136.7% | $4,628+54.2% | $2,381+199.6% |
| Participant deferral / active EE | $11,273 | $5,240+115.1% | $6,426+75.4% | $3,470+224.9% |
| Admin fee / account holder | $2,073 | $5,519-62.4% | $9,284-77.7% | $4,888-57.6% |