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 | $112,394 | $57,354+96.0% | $83,848+34.0% | $64,186+75.1% |
| Participation rate | 93.2% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.6pp |
| Annual return | -2.66% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $6,447 | $2,545+153.3% | $3,631+77.6% | $2,381+170.8% |
| Participant deferral / active EE | $2,040 | $2,993-31.9% | $4,082-50.0% | $3,470-41.2% |
| Admin fee / account holder | $9,827 | $4,046+142.9% | $5,478+79.4% | $4,888+101.0% |