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 | $164,763 | $77,813+111.7% | $123,544+33.4% | $64,186+156.7% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -1.91% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $10,560 | $3,014+250.4% | $4,628+128.2% | $2,381+343.6% |
| Participant deferral / active EE | $10,162 | $5,240+93.9% | $6,426+58.1% | $3,470+192.9% |
| Admin fee / account holder | $6,464 | $5,519+17.1% | $9,284-30.4% | $4,888+32.2% |