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 | $126,136 | $82,032+53.8% | $123,104+2.5% | $59,632+111.5% |
| Participation rate | 97.5% | 83.2%+14.3pp | 86.8%+10.7pp | 68.7%+28.8pp |
| Annual return | -0.51% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,850 | $3,297+16.8% | $5,151-25.3% | $2,203+74.8% |
| Participant deferral / active EE | $10,930 | $4,667+134.2% | $6,230+75.5% | $3,192+242.5% |
| Admin fee / account holder | $2,131 | $5,881-63.8% | $9,015-76.4% | $4,297-50.4% |