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 | $181,337 | $77,813+133.0% | $123,544+46.8% | $64,186+182.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -5.39% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,752 | $3,014+57.7% | $4,628+2.7% | $2,381+99.6% |
| Participant deferral / active EE | $11,384 | $5,240+117.3% | $6,426+77.2% | $3,470+228.1% |
| Admin fee / account holder | $1,857 | $5,519-66.4% | $9,284-80.0% | $4,888-62.0% |