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 | $122,622 | $71,883+70.6% | $86,677+41.5% | $68,494+79.0% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -15.94% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,843 | $2,173-15.2% | $2,836-35.0% | $2,596-29.0% |
| Participant deferral / active EE | $8,731 | $3,779+131.1% | $4,656+87.5% | $4,027+116.8% |
| Admin fee / account holder | $35,835 | $6,112+486.3% | $7,493+378.2% | $5,403+563.3% |