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 | $145,281 | $72,404+100.7% | $110,238+31.8% | $64,186+126.3% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | -5.12% | -6.29%+1.2pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,125 | $2,282+80.8% | $3,826+7.8% | $2,381+73.2% |
| Participant deferral / active EE | $5,194 | $3,469+49.7% | $4,672+11.2% | $3,470+49.7% |
| Admin fee / account holder | $4,754 | $5,664-16.1% | $8,547-44.4% | $4,888-2.7% |