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 | $169,033 | $77,813+117.2% | $123,544+36.8% | $64,186+163.4% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -5.22% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $10,118 | $3,014+235.7% | $4,628+118.6% | $2,381+325.0% |
| Participant deferral / active EE | $11,048 | $5,240+110.8% | $6,426+71.9% | $3,470+218.4% |
| Admin fee / account holder | $6,475 | $5,519+17.3% | $9,284-30.3% | $4,888+32.5% |