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 | $94,920 | $71,883+32.0% | $86,677+9.5% | $68,494+38.6% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -15.19% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,000 | $2,173+84.1% | $2,836+41.0% | $2,596+54.1% |
| Participant deferral / active EE | $5,208 | $3,779+37.8% | $4,656+11.9% | $4,027+29.3% |
| Admin fee / account holder | $6,800 | $6,112+11.3% | $7,493-9.3% | $5,403+25.9% |