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 | $116,751 | $77,813+50.0% | $123,544-5.5% | $64,186+81.9% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -4.62% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,808 | $3,014+26.3% | $4,628-17.7% | $2,381+59.9% |
| Participant deferral / active EE | $10,086 | $5,240+92.5% | $6,426+57.0% | $3,470+190.7% |
| Admin fee / account holder | $1,499 | $5,519-72.8% | $9,284-83.9% | $4,888-69.3% |