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 | $132,017 | $57,354+130.2% | $83,848+57.4% | $64,186+105.7% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | -3.90% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,302 | $2,545-9.6% | $3,631-36.6% | $2,381-3.3% |
| Participant deferral / active EE | $5,998 | $2,993+100.4% | $4,082+47.0% | $3,470+72.9% |
| Admin fee / account holder | $2,291 | $4,046-43.4% | $5,478-58.2% | $4,888-53.1% |