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 | $115,936 | $57,354+102.1% | $83,848+38.3% | $64,186+80.6% |
| Participation rate | 91.1% | 68.6%+22.5pp | 76.1%+15.0pp | 69.6%+21.6pp |
| Annual return | -3.82% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $7,690 | $2,545+202.1% | $3,631+111.8% | $2,381+223.0% |
| Participant deferral / active EE | $6,098 | $2,993+103.7% | $4,082+49.4% | $3,470+75.8% |
| Admin fee / account holder | $16,789 | $4,046+315.0% | $5,478+206.5% | $4,888+243.5% |