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 | $124,661 | $57,354+117.4% | $83,848+48.7% | $64,186+94.2% |
| Participation rate | 76.4% | 68.6%+7.8pp | 76.1%+0.2pp | 69.6%+6.8pp |
| Annual return | -4.21% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,650 | $2,545+4.1% | $3,631-27.0% | $2,381+11.3% |
| Participant deferral / active EE | $6,071 | $2,993+102.8% | $4,082+48.7% | $3,470+75.0% |
| Admin fee / account holder | $1,066 | $4,046-73.7% | $5,478-80.5% | $4,888-78.2% |