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 | $123,526 | $77,813+58.7% | $123,5440% | $64,186+92.5% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | -5.80% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,852 | $3,014+160.5% | $4,628+69.7% | $2,381+229.8% |
| Participant deferral / active EE | $5,446 | $5,240+3.9% | $6,426-15.2% | $3,470+57.0% |
| Admin fee / account holder | $5,179 | $5,519-6.2% | $9,284-44.2% | $4,888+5.9% |