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 | $114,587 | $77,813+47.3% | $123,544-7.3% | $64,186+78.5% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.3%+15.8pp | 69.6%+28.5pp |
| Annual return | -6.76% | 12.48%-19.2pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,418 | $3,014+46.6% | $4,628-4.5% | $2,381+85.6% |
| Participant deferral / active EE | $9,980 | $5,240+90.5% | $6,426+55.3% | $3,470+187.6% |
| Admin fee / account holder | $10,537 | $5,519+90.9% | $9,284+13.5% | $4,888+115.6% |