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 | $111,501 | $43,723+155.0% | $121,196-8.0% | $64,186+73.7% |
| Participation rate | 92.6% | 58.3%+34.3pp | 71.7%+20.9pp | 69.6%+23.1pp |
| Annual return | -7.05% | 68.91%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,039 | $1,296+211.6% | $4,022+0.4% | $2,381+69.7% |
| Participant deferral / active EE | $7,744 | $2,280+239.7% | $3,344+131.5% | $3,470+123.2% |
| Admin fee / account holder | $5,407 | $3,501+54.4% | $5,019+7.7% | $4,888+10.6% |