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 | $136,358 | $77,813+75.2% | $123,544+10.4% | $64,186+112.4% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -2.73% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,131 | $3,014+37.1% | $4,628-10.7% | $2,381+73.5% |
| Participant deferral / active EE | $10,728 | $5,240+104.7% | $6,426+67.0% | $3,470+209.2% |
| Admin fee / account holder | $20,790 | $5,519+276.7% | $9,284+123.9% | $4,888+325.3% |