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 | $103,836 | $77,813+33.4% | $123,544-16.0% | $64,186+61.8% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -4.71% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,722 | $3,014+222.6% | $4,628+110.1% | $2,381+308.3% |
| Participant deferral / active EE | $12,345 | $5,240+135.6% | $6,426+92.1% | $3,470+255.8% |
| Admin fee / account holder | $41,783 | $5,519+657.1% | $9,284+350.1% | $4,888+754.8% |