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 | $196,420 | $77,813+152.4% | $123,544+59.0% | $64,186+206.0% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -5.93% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,885 | $3,014+194.8% | $4,628+92.0% | $2,381+273.2% |
| Participant deferral / active EE | $14,158 | $5,240+170.2% | $6,426+120.3% | $3,470+308.1% |
| Admin fee / account holder | $2,797 | $5,519-49.3% | $9,284-69.9% | $4,888-42.8% |