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 | $133,325 | $71,883+85.5% | $86,677+53.8% | $68,494+94.7% |
| Participation rate | 86.3% | 72.2%+14.0pp | 76.6%+9.7pp | 67.9%+18.4pp |
| Annual return | -11.19% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $3,193 | $2,173+46.9% | $2,836+12.6% | $2,596+23.0% |
| Participant deferral / active EE | $7,926 | $3,779+109.7% | $4,656+70.2% | $4,027+96.8% |
| Admin fee / account holder | $3,137 | $6,112-48.7% | $7,493-58.1% | $5,403-41.9% |