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 | $108,750 | $71,883+51.3% | $86,677+25.5% | $68,494+58.8% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -18.44% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,524 | $2,173-29.9% | $2,836-46.3% | $2,596-41.3% |
| Participant deferral / active EE | $3,679 | $3,779-2.7% | $4,656-21.0% | $4,027-8.7% |
| Admin fee / account holder | $7,970 | $6,112+30.4% | $7,493+6.4% | $5,403+47.5% |