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 | $133,659 | $76,000+75.9% | $154,107-13.3% | $64,186+108.2% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -6.59% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,603 | $3,351-22.3% | $5,298-50.9% | $2,381+9.3% |
| Participant deferral / active EE | $6,777 | $3,175+113.4% | $5,081+33.4% | $3,470+95.3% |
| Admin fee / account holder | $5,884 | $5,596+5.1% | $13,411-56.1% | $4,888+20.4% |