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 | $137,236 | $77,813+76.4% | $123,544+11.1% | $64,186+113.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.83% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,690 | $3,014+22.4% | $4,628-20.3% | $2,381+55.0% |
| Participant deferral / active EE | $7,437 | $5,240+41.9% | $6,426+15.7% | $3,470+114.4% |
| Admin fee / account holder | $7,182 | $5,519+30.1% | $9,284-22.6% | $4,888+46.9% |