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 | $145,438 | $77,813+86.9% | $123,544+17.7% | $64,186+126.6% |
| Participation rate | 89.6% | 74.7%+14.8pp | 82.3%+7.3pp | 69.6%+20.0pp |
| Annual return | -3.95% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $805 | $3,014-73.3% | $4,628-82.6% | $2,381-66.2% |
| Participant deferral / active EE | $8,645 | $5,240+65.0% | $6,426+34.5% | $3,470+149.2% |
| Admin fee / account holder | $11,987 | $5,519+117.2% | $9,284+29.1% | $4,888+145.2% |