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 | $138,818 | $94,529+46.9% | $140,016-0.9% | $64,186+116.3% |
| Participation rate | 93.5% | 84.1%+9.4pp | 87.5%+6.0pp | 69.6%+23.9pp |
| Annual return | -2.12% | 7.77%-9.9pp | 651.12%-653.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $6,541 | $3,812+71.6% | $5,606+16.7% | $2,381+174.7% |
| Participant deferral / active EE | $13,061 | $5,250+148.8% | $6,927+88.5% | $3,470+276.4% |
| Admin fee / account holder | $15,127 | $6,741+124.4% | $10,705+41.3% | $4,888+209.5% |