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 | $125,043 | $61,660+102.8% | $80,019+56.3% | $64,186+94.8% |
| Participation rate | 90.7% | 71.7%+19.1pp | 75.8%+14.9pp | 69.6%+21.2pp |
| Annual return | -6.02% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $12,352 | $1,810+582.3% | $2,468+400.5% | $2,381+418.8% |
| Participant deferral / active EE | $7,914 | $2,968+166.7% | $3,686+114.7% | $3,470+128.1% |
| Admin fee / account holder | $7,333 | $5,417+35.4% | $6,521+12.5% | $4,888+50.0% |