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 | $189,871 | $77,813+144.0% | $123,544+53.7% | $64,186+195.8% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -6.18% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,773 | $3,014+91.6% | $4,628+24.8% | $2,381+142.5% |
| Participant deferral / active EE | $9,552 | $5,240+82.3% | $6,426+48.6% | $3,470+175.3% |
| Admin fee / account holder | $15,699 | $5,519+184.5% | $9,284+69.1% | $4,888+221.2% |