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 | $138,288 | $71,883+92.4% | $86,677+59.5% | $68,494+101.9% |
| Participation rate | 78.8% | 72.2%+6.6pp | 76.6%+2.3pp | 67.9%+11.0pp |
| Annual return | -18.08% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,477 | $2,173+14.0% | $2,836-12.7% | $2,596-4.6% |
| Participant deferral / active EE | $5,847 | $3,779+54.7% | $4,656+25.6% | $4,027+45.2% |
| Admin fee / account holder | $4,046 | $6,112-33.8% | $7,493-46.0% | $5,403-25.1% |