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 | $136,036 | $71,883+89.2% | $86,677+56.9% | $68,494+98.6% |
| Participation rate | 70.8% | 72.2%-1.4pp | 76.6%-5.7pp | 67.9%+2.9pp |
| Annual return | -18.72% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,401 | $2,173-35.5% | $2,836-50.6% | $2,596-46.0% |
| Participant deferral / active EE | $4,844 | $3,779+28.2% | $4,656+4.0% | $4,027+20.3% |
| Admin fee / account holder | $1,105 | $6,112-81.9% | $7,493-85.3% | $5,403-79.6% |