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 | $131,174 | $72,404+81.2% | $110,238+19.0% | $64,186+104.4% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.8pp |
| Annual return | -5.05% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $672 | $2,282-70.6% | $3,826-82.4% | $2,381-71.8% |
| Participant deferral / active EE | $4,830 | $3,469+39.2% | $4,672+3.4% | $3,470+39.2% |
| Admin fee / account holder | $6,142 | $5,664+8.4% | $8,547-28.1% | $4,888+25.7% |