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 | $126,521 | $56,484+124.0% | $169,463-25.3% | $64,186+97.1% |
| Participation rate | 95.8% | 64.5%+31.3pp | 77.8%+18.1pp | 69.6%+26.3pp |
| Annual return | -3.78% | -1.55%-2.2pp | 1.83%-5.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,447 | $1,832+251.8% | $4,159+55.0% | $2,381+170.8% |
| Participant deferral / active EE | $11,025 | $3,448+219.8% | $5,277+108.9% | $3,470+217.8% |
| Admin fee / account holder | $47,879 | $4,174+1047.0% | $9,109+425.6% | $4,888+879.5% |