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 | $171,969 | $77,813+121.0% | $123,544+39.2% | $64,186+167.9% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -8.00% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,524 | $3,014-16.3% | $4,628-45.5% | $2,381+6.0% |
| Participant deferral / active EE | $6,147 | $5,240+17.3% | $6,426-4.3% | $3,470+77.2% |
| Admin fee / account holder | $2,394 | $5,519-56.6% | $9,284-74.2% | $4,888-51.0% |