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 | $114,453 | $71,883+59.2% | $86,677+32.0% | $68,494+67.1% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -16.01% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,022 | $2,173+131.1% | $2,836+77.1% | $2,596+93.4% |
| Participant deferral / active EE | $7,234 | $3,779+91.4% | $4,656+55.4% | $4,027+79.6% |
| Admin fee / account holder | $21,299 | $6,112+248.5% | $7,493+184.2% | $5,403+294.2% |