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 | $172,199 | $77,813+121.3% | $123,544+39.4% | $64,186+168.3% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -4.07% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,717 | $3,014+56.5% | $4,628+1.9% | $2,381+98.1% |
| Participant deferral / active EE | $14,347 | $5,240+173.8% | $6,426+123.3% | $3,470+313.5% |
| Admin fee / account holder | $9,468 | $5,519+71.6% | $9,284+2.0% | $4,888+93.7% |