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 | $143,482 | $77,813+84.4% | $123,544+16.1% | $64,186+123.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.22% | 12.48%-13.7pp | 119.20%-120.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $4,073 | $3,014+35.1% | $4,628-12.0% | $2,381+71.1% |
| Participant deferral / active EE | $6,610 | $5,240+26.2% | $6,426+2.9% | $3,470+90.5% |
| Admin fee / account holder | $5,509 | $5,519-0.2% | $9,284-40.7% | $4,888+12.7% |