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 | $120,164 | $71,883+67.2% | $86,677+38.6% | $68,494+75.4% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -18.36% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,937 | $2,173+35.2% | $2,836+3.5% | $2,596+13.1% |
| Participant deferral / active EE | $6,611 | $3,779+74.9% | $4,656+42.0% | $4,027+64.2% |
| Admin fee / account holder | $2,795 | $6,112-54.3% | $7,493-62.7% | $5,403-48.3% |