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 | $124,692 | $71,883+73.5% | $86,677+43.9% | $68,494+82.0% |
| Participation rate | 91.5% | 72.2%+19.3pp | 76.6%+15.0pp | 67.9%+23.7pp |
| Annual return | -12.92% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $6,237 | $2,173+187.0% | $2,836+119.9% | $2,596+140.2% |
| Participant deferral / active EE | $4,699 | $3,779+24.4% | $4,656+0.9% | $4,027+16.7% |
| Admin fee / account holder | $13,912 | $6,112+127.6% | $7,493+85.7% | $5,403+157.5% |