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 | $201,610 | $77,813+159.1% | $123,544+63.2% | $64,186+214.1% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -4.33% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $9,659 | $3,014+220.5% | $4,628+108.7% | $2,381+305.7% |
| Participant deferral / active EE | $10,679 | $5,240+103.8% | $6,426+66.2% | $3,470+207.8% |
| Admin fee / account holder | $3,258 | $5,519-41.0% | $9,284-64.9% | $4,888-33.4% |