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 | $131,909 | $57,354+130.0% | $83,848+57.3% | $64,186+105.5% |
| Participation rate | 72.9% | 68.6%+4.3pp | 76.1%-3.2pp | 69.6%+3.3pp |
| Annual return | -7.69% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,511 | $2,545-1.4% | $3,631-30.8% | $2,381+5.5% |
| Participant deferral / active EE | $7,655 | $2,993+155.8% | $4,082+87.5% | $3,470+120.6% |
| Admin fee / account holder | $3,295 | $4,046-18.5% | $5,478-39.8% | $4,888-32.6% |