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 | $126,974 | $77,813+63.2% | $123,544+2.8% | $64,186+97.8% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.3%+10.9pp | 69.6%+23.7pp |
| Annual return | -1.38% | 12.48%-13.9pp | 119.20%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,492 | $3,014-17.3% | $4,628-46.1% | $2,381+4.7% |
| Participant deferral / active EE | $5,741 | $5,240+9.6% | $6,426-10.6% | $3,470+65.5% |
| Admin fee / account holder | $37,712 | $5,519+583.3% | $9,284+306.2% | $4,888+671.5% |