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 | $120,419 | $64,707+86.1% | $112,228+7.3% | $68,494+75.8% |
| Participation rate | 88.6% | 67.2%+21.5pp | 75.1%+13.6pp | 67.9%+20.7pp |
| Annual return | -15.40% | -11.40%-4.0pp | 27.45%-42.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $852 | $2,746-69.0% | $3,635-76.6% | $2,596-67.2% |
| Participant deferral / active EE | $6,433 | $3,565+80.5% | $4,728+36.1% | $4,027+59.7% |
| Admin fee / account holder | $4,716 | $5,232-9.9% | $6,410-26.4% | $5,403-12.7% |