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 | $140,695 | $77,813+80.8% | $123,544+13.9% | $64,186+119.2% |
| Participation rate | 97.8% | 74.7%+23.0pp | 82.3%+15.5pp | 69.6%+28.2pp |
| Annual return | -6.24% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,225 | $3,014+7.0% | $4,628-30.3% | $2,381+35.5% |
| Participant deferral / active EE | $11,108 | $5,240+112.0% | $6,426+72.9% | $3,470+220.2% |
| Admin fee / account holder | $8,116 | $5,519+47.1% | $9,284-12.6% | $4,888+66.0% |