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 | $139,221 | $77,813+78.9% | $123,544+12.7% | $64,186+116.9% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -6.21% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,344 | $3,014-55.4% | $4,628-71.0% | $2,381-43.5% |
| Participant deferral / active EE | $9,013 | $5,240+72.0% | $6,426+40.3% | $3,470+159.8% |
| Admin fee / account holder | $1,498 | $5,519-72.9% | $9,284-83.9% | $4,888-69.4% |