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 | $119,726 | $77,813+53.9% | $123,544-3.1% | $64,186+86.5% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -5.07% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,345 | $3,014-55.4% | $4,628-70.9% | $2,381-43.5% |
| Participant deferral / active EE | $5,656 | $5,240+7.9% | $6,426-12.0% | $3,470+63.0% |
| Admin fee / account holder | $6,938 | $5,519+25.7% | $9,284-25.3% | $4,888+41.9% |