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 | $147,452 | $77,813+89.5% | $123,544+19.4% | $64,186+129.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -6.89% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,605 | $3,014-13.6% | $4,628-43.7% | $2,381+9.4% |
| Participant deferral / active EE | $4,362 | $5,240-16.7% | $6,426-32.1% | $3,470+25.7% |
| Admin fee / account holder | $1,431 | $5,519-74.1% | $9,284-84.6% | $4,888-70.7% |