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 | $132,209 | $77,813+69.9% | $123,544+7.0% | $64,186+106.0% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -4.83% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,500 | $3,014-17.1% | $4,628-46.0% | $2,381+5.0% |
| Participant deferral / active EE | $8,435 | $5,240+61.0% | $6,426+31.3% | $3,470+143.1% |
| Admin fee / account holder | $5,018 | $5,519-9.1% | $9,284-45.9% | $4,888+2.7% |