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 | $80,517 | $71,883+12.0% | $86,677-7.1% | $68,494+17.6% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -10.79% | 3.52%-14.3pp | 35.91%-46.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $4,372 | $2,173+101.2% | $2,836+54.1% | $2,596+68.4% |
| Participant deferral / active EE | $10,764 | $3,779+184.9% | $4,656+131.2% | $4,027+167.3% |
| Admin fee / account holder | $4,697 | $6,112-23.1% | $7,493-37.3% | $5,403-13.1% |