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 | $134,944 | $77,813+73.4% | $123,544+9.2% | $64,186+110.2% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -2.86% | 12.48%-15.3pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $6,347 | $3,014+110.6% | $4,628+37.1% | $2,381+166.6% |
| Participant deferral / active EE | $6,111 | $5,240+16.6% | $6,426-4.9% | $3,470+76.1% |
| Admin fee / account holder | $45,430 | $5,519+723.2% | $9,284+389.4% | $4,888+829.4% |