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 | $144,121 | $77,813+85.2% | $123,544+16.7% | $64,186+124.5% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -5.54% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,920 | $3,014+30.1% | $4,628-15.3% | $2,381+64.6% |
| Participant deferral / active EE | $7,842 | $5,240+49.7% | $6,426+22.0% | $3,470+126.0% |
| Admin fee / account holder | $9,290 | $5,519+68.3% | $9,284+0.1% | $4,888+90.0% |