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 | $133,848 | $77,813+72.0% | $123,544+8.3% | $64,186+108.5% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.3%+0.9pp | 69.6%+13.6pp |
| Annual return | -6.62% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,961 | $3,014-1.8% | $4,628-36.0% | $2,381+24.4% |
| Participant deferral / active EE | $11,114 | $5,240+112.1% | $6,426+73.0% | $3,470+220.3% |
| Admin fee / account holder | $11,700 | $5,519+112.0% | $9,284+26.0% | $4,888+139.4% |