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 | $165,087 | $77,813+112.2% | $123,544+33.6% | $64,186+157.2% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | -7.90% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,698 | $3,014+55.9% | $4,628+1.5% | $2,381+97.3% |
| Participant deferral / active EE | $9,108 | $5,240+73.8% | $6,426+41.8% | $3,470+162.5% |
| Admin fee / account holder | $15,665 | $5,519+183.9% | $9,284+68.7% | $4,888+220.5% |