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 | $152,359 | $77,813+95.8% | $123,544+23.3% | $64,186+137.4% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -5.72% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,170 | $3,014-28.0% | $4,628-53.1% | $2,381-8.9% |
| Participant deferral / active EE | $8,911 | $5,240+70.1% | $6,426+38.7% | $3,470+156.8% |
| Admin fee / account holder | $20,193 | $5,519+265.9% | $9,284+117.5% | $4,888+313.1% |