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 | $209,664 | $77,813+169.4% | $123,544+69.7% | $64,186+226.7% |
| Participation rate | 92.2% | 74.7%+17.4pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | -3.11% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $5,925 | $3,014+96.6% | $4,628+28.0% | $2,381+148.9% |
| Participant deferral / active EE | $5,911 | $5,240+12.8% | $6,426-8.0% | $3,470+70.4% |
| Admin fee / account holder | $5,069 | $5,519-8.1% | $9,284-45.4% | $4,888+3.7% |