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 | $139,803 | $77,813+79.7% | $123,544+13.2% | $64,186+117.8% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.3%+7.0pp | 69.6%+19.7pp |
| Annual return | -5.80% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,888 | $3,014+29.0% | $4,628-16.0% | $2,381+63.3% |
| Participant deferral / active EE | $10,773 | $5,240+105.6% | $6,426+67.7% | $3,470+210.5% |
| Admin fee / account holder | $411 | $5,519-92.5% | $9,284-95.6% | $4,888-91.6% |