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 | $140,434 | $57,354+144.9% | $83,848+67.5% | $64,186+118.8% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,903 | $2,545+14.0% | $3,631-20.0% | $2,381+21.9% |
| Participant deferral / active EE | $2,860 | $2,993-4.5% | $4,082-29.9% | $3,470-17.6% |
| Admin fee / account holder | $898 | $4,046-77.8% | $5,478-83.6% | $4,888-81.6% |