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 | $150,613 | $77,813+93.6% | $123,544+21.9% | $64,186+134.7% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -5.18% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,857 | $3,014-38.4% | $4,628-59.9% | $2,381-22.0% |
| Participant deferral / active EE | $8,978 | $5,240+71.3% | $6,426+39.7% | $3,470+158.8% |
| Admin fee / account holder | $2,644 | $5,519-52.1% | $9,284-71.5% | $4,888-45.9% |