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 | $173,848 | $71,883+141.8% | $86,677+100.6% | $68,494+153.8% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -14.90% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,716 | $2,173+25.0% | $2,836-4.2% | $2,596+4.6% |
| Participant deferral / active EE | $7,225 | $3,779+91.2% | $4,656+55.2% | $4,027+79.4% |
| Admin fee / account holder | $3,310 | $6,112-45.8% | $7,493-55.8% | $5,403-38.7% |