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 | $126,163 | $94,529+33.5% | $140,016-9.9% | $64,186+96.6% |
| Participation rate | 89.3% | 84.1%+5.2pp | 87.5%+1.8pp | 69.6%+19.7pp |
| Annual return | -5.91% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,886 | $3,812-24.3% | $5,606-48.5% | $2,381+21.2% |
| Participant deferral / active EE | $4,559 | $5,250-13.2% | $6,927-34.2% | $3,470+31.4% |
| Admin fee / account holder | $6,258 | $6,741-7.2% | $10,705-41.5% | $4,888+28.0% |