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 | $142,749 | $71,883+98.6% | $86,677+64.7% | $68,494+108.4% |
| Participation rate | 95.4% | 72.2%+23.2pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -17.02% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,339 | $2,173+145.7% | $2,836+88.2% | $2,596+105.6% |
| Participant deferral / active EE | $8,054 | $3,779+113.1% | $4,656+73.0% | $4,027+100.0% |
| Admin fee / account holder | $12,175 | $6,112+99.2% | $7,493+62.5% | $5,403+125.4% |