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 | $119,244 | $57,354+107.9% | $83,848+42.2% | $64,186+85.8% |
| Participation rate | 98.0% | 68.6%+29.4pp | 76.1%+21.8pp | 69.6%+28.4pp |
| Annual return | -6.13% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $13,348 | $2,545+424.4% | $3,631+267.6% | $2,381+460.6% |
| Participant deferral / active EE | $3,026 | $2,993+1.1% | $4,082-25.9% | $3,470-12.8% |
| Admin fee / account holder | $4,650 | $4,046+14.9% | $5,478-15.1% | $4,888-4.9% |