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 | $121,491 | $64,707+87.8% | $112,228+8.3% | $68,494+77.4% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | 3.12% | -11.40%+14.5pp | 27.45%-24.3pp | -7.84%+11.0pp |
| Employer contribution / active EE | $12,524 | $2,746+356.1% | $3,635+244.6% | $2,596+382.4% |
| Participant deferral / active EE | $2,874 | $3,565-19.4% | $4,728-39.2% | $4,027-28.6% |
| Admin fee / account holder | $22,756 | $5,232+334.9% | $6,410+255.0% | $5,403+321.2% |