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 | $138,733 | $77,813+78.3% | $123,544+12.3% | $64,186+116.1% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -7.36% | 12.48%-19.8pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $6,773 | $3,014+124.7% | $4,628+46.4% | $2,381+184.5% |
| Participant deferral / active EE | $10,095 | $5,240+92.7% | $6,426+57.1% | $3,470+191.0% |
| Admin fee / account holder | $2,710 | $5,519-50.9% | $9,284-70.8% | $4,888-44.6% |