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 | $111,094 | $71,883+54.5% | $86,677+28.2% | $68,494+62.2% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -16.61% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $607 | $2,173-72.1% | $2,836-78.6% | $2,596-76.6% |
| Participant deferral / active EE | $7,347 | $3,779+94.4% | $4,656+57.8% | $4,027+82.4% |
| Admin fee / account holder | $7,852 | $6,112+28.5% | $7,493+4.8% | $5,403+45.3% |