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 | $153,443 | $77,813+97.2% | $123,544+24.2% | $64,186+139.1% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -3.97% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $10,040 | $3,014+233.1% | $4,628+117.0% | $2,381+321.7% |
| Participant deferral / active EE | $6,428 | $5,240+22.7% | $6,4260% | $3,470+85.3% |
| Admin fee / account holder | $37,650 | $5,519+582.2% | $9,284+305.5% | $4,888+670.3% |