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 | $144,584 | $77,813+85.8% | $123,544+17.0% | $64,186+125.3% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -5.02% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,978 | $3,014-1.2% | $4,628-35.6% | $2,381+25.1% |
| Participant deferral / active EE | $6,256 | $5,240+19.4% | $6,426-2.6% | $3,470+80.3% |
| Admin fee / account holder | $2,034 | $5,519-63.1% | $9,284-78.1% | $4,888-58.4% |