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 | $113,823 | $77,813+46.3% | $123,544-7.9% | $64,186+77.3% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.3%+5.8pp | 69.6%+18.5pp |
| Annual return | -7.47% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,769 | $3,014+25.1% | $4,628-18.6% | $2,381+58.3% |
| Participant deferral / active EE | $8,960 | $5,240+71.0% | $6,426+39.4% | $3,470+158.2% |
| Admin fee / account holder | $919 | $5,519-83.4% | $9,284-90.1% | $4,888-81.2% |