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 | $124,357 | $64,707+92.2% | $112,228+10.8% | $68,494+81.6% |
| Participation rate | 83.8% | 67.2%+16.6pp | 75.1%+8.7pp | 67.9%+15.9pp |
| Annual return | -7.11% | -11.40%+4.3pp | 27.45%-34.6pp | -7.84%+0.7pp |
| Employer contribution / active EE | $9,868 | $2,746+259.4% | $3,635+171.5% | $2,596+280.1% |
| Participant deferral / active EE | $2,122 | $3,565-40.5% | $4,728-55.1% | $4,027-47.3% |
| Admin fee / account holder | $34,421 | $5,232+557.9% | $6,410+437.0% | $5,403+537.1% |