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 | $119,837 | $77,813+54.0% | $123,544-3.0% | $64,186+86.7% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | -3.23% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $8,737 | $3,014+189.9% | $4,628+88.8% | $2,381+267.0% |
| Participant deferral / active EE | $5,583 | $5,240+6.5% | $6,426-13.1% | $3,470+60.9% |
| Admin fee / account holder | $15,238 | $5,519+176.1% | $9,284+64.1% | $4,888+211.7% |