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 | $110,866 | $57,354+93.3% | $83,848+32.2% | $64,186+72.7% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | -6.91% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,463 | $2,545+36.1% | $3,631-4.6% | $2,381+45.4% |
| Participant deferral / active EE | $11,202 | $2,993+274.3% | $4,082+174.4% | $3,470+222.9% |
| Admin fee / account holder | $12,665 | $4,046+213.1% | $5,478+131.2% | $4,888+159.1% |