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 | $147,832 | $77,813+90.0% | $123,544+19.7% | $64,186+130.3% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.3%+2.7pp | 69.6%+15.4pp |
| Annual return | -4.96% | 12.48%-17.4pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $7,735 | $3,014+156.6% | $4,628+67.1% | $2,381+224.9% |
| Participant deferral / active EE | $7,801 | $5,240+48.9% | $6,426+21.4% | $3,470+124.8% |
| Admin fee / account holder | $2,522 | $5,519-54.3% | $9,284-72.8% | $4,888-48.4% |