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 | $242,592 | $77,813+211.8% | $123,544+96.4% | $64,186+278.0% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -5.99% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,563 | $3,014+51.4% | $4,628-1.4% | $2,381+91.7% |
| Participant deferral / active EE | $8,626 | $5,240+64.6% | $6,426+34.2% | $3,470+148.6% |
| Admin fee / account holder | $8,874 | $5,519+60.8% | $9,284-4.4% | $4,888+81.5% |