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 | $183,122 | $77,813+135.3% | $123,544+48.2% | $64,186+185.3% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -5.21% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,345 | $3,014-55.4% | $4,628-70.9% | $2,381-43.5% |
| Participant deferral / active EE | $7,478 | $5,240+42.7% | $6,426+16.4% | $3,470+115.5% |
| Admin fee / account holder | $31,550 | $5,519+471.7% | $9,284+239.8% | $4,888+545.4% |