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 | $219,050 | $77,813+181.5% | $123,544+77.3% | $64,186+241.3% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -4.77% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,141 | $3,014+37.4% | $4,628-10.5% | $2,381+73.9% |
| Participant deferral / active EE | $7,222 | $5,240+37.8% | $6,426+12.4% | $3,470+108.2% |
| Admin fee / account holder | $10,181 | $5,519+84.5% | $9,284+9.7% | $4,888+108.3% |