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 | $111,797 | $77,813+43.7% | $123,544-9.5% | $64,186+74.2% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.6pp |
| Annual return | -6.24% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,030 | $3,014+0.5% | $4,628-34.5% | $2,381+27.3% |
| Participant deferral / active EE | $6,364 | $5,240+21.5% | $6,426-1.0% | $3,470+83.4% |
| Admin fee / account holder | $4,389 | $5,519-20.5% | $9,284-52.7% | $4,888-10.2% |