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 | $108,405 | $71,883+50.8% | $86,677+25.1% | $68,494+58.3% |
| Participation rate | 93.5% | 72.2%+21.2pp | 76.6%+16.9pp | 67.9%+25.6pp |
| Annual return | -14.51% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $975 | $2,173-55.1% | $2,836-65.6% | $2,596-62.4% |
| Participant deferral / active EE | $6,670 | $3,779+76.5% | $4,656+43.3% | $4,027+65.6% |
| Admin fee / account holder | $5,497 | $6,112-10.1% | $7,493-26.6% | $5,403+1.8% |