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 | $127,081 | $82,032+54.9% | $123,104+3.2% | $59,632+113.1% |
| Participation rate | 98.2% | 83.2%+15.0pp | 86.8%+11.4pp | 68.7%+29.5pp |
| Annual return | -0.98% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,368 | $3,297-28.2% | $5,151-54.0% | $2,203+7.5% |
| Participant deferral / active EE | $7,175 | $4,667+53.8% | $6,230+15.2% | $3,192+124.8% |
| Admin fee / account holder | $5,972 | $5,881+1.5% | $9,015-33.8% | $4,297+39.0% |