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 | $153,290 | $77,813+97.0% | $123,544+24.1% | $64,186+138.8% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | -7.28% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $14,007 | $3,014+364.7% | $4,628+202.7% | $2,381+488.3% |
| Participant deferral / active EE | $9,426 | $5,240+79.9% | $6,426+46.7% | $3,470+171.7% |
| Admin fee / account holder | $5,994 | $5,519+8.6% | $9,284-35.4% | $4,888+22.6% |