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 | $120,680 | $45,863+163.1% | $77,024+56.7% | $68,494+76.2% |
| Participation rate | 93.8% | 55.9%+37.8pp | 67.9%+25.8pp | 67.9%+25.9pp |
| Annual return | -12.20% | 1.72%-13.9pp | 42.32%-54.5pp | -7.84%-4.4pp |
| Employer contribution / active EE | $4,804 | $1,650+191.2% | $2,812+70.8% | $2,596+85.0% |
| Participant deferral / active EE | $4,650 | $2,962+57.0% | $4,426+5.0% | $4,027+15.5% |
| Admin fee / account holder | $1,314 | $3,041-56.8% | $5,425-75.8% | $5,403-75.7% |