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 | $156,483 | $77,813+101.1% | $123,544+26.7% | $64,186+143.8% |
| Participation rate | 88.4% | 74.7%+13.7pp | 82.3%+6.1pp | 69.6%+18.8pp |
| Annual return | -4.76% | 12.48%-17.2pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,402 | $3,014+79.2% | $4,628+16.7% | $2,381+126.9% |
| Participant deferral / active EE | $6,795 | $5,240+29.7% | $6,426+5.8% | $3,470+95.9% |
| Admin fee / account holder | $2,806 | $5,519-49.1% | $9,284-69.8% | $4,888-42.6% |