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 | $136,286 | $72,404+88.2% | $110,238+23.6% | $64,186+112.3% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | -6.74% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,866 | $2,282-18.2% | $3,826-51.2% | $2,381-21.6% |
| Participant deferral / active EE | $6,467 | $3,469+86.4% | $4,672+38.4% | $3,470+86.4% |
| Admin fee / account holder | $2,795 | $5,664-50.7% | $8,547-67.3% | $4,888-42.8% |