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 | $130,703 | $110,094+18.7% | $151,611-13.8% | $68,494+90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.74% | -10.12%+1.4pp | 3.33%-12.1pp | -7.84%-0.9pp |
| Employer contribution / active EE | $6,762 | $4,471+51.3% | $6,166+9.7% | $2,596+160.4% |
| Participant deferral / active EE | $9,248 | $6,527+41.7% | $8,363+10.6% | $4,027+129.6% |
| Admin fee / account holder | $15,718 | $7,719+103.6% | $11,616+35.3% | $5,403+190.9% |