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 | $154,967 | $71,883+115.6% | $86,677+78.8% | $68,494+126.2% |
| Participation rate | 90.5% | 72.2%+18.2pp | 76.6%+13.9pp | 67.9%+22.6pp |
| Annual return | -13.49% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,693 | $2,173+23.9% | $2,836-5.1% | $2,596+3.7% |
| Participant deferral / active EE | $6,638 | $3,779+75.7% | $4,656+42.6% | $4,027+64.8% |
| Admin fee / account holder | $12,276 | $6,112+100.9% | $7,493+63.8% | $5,403+127.2% |