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 | $172,357 | $71,883+139.8% | $86,677+98.9% | $68,494+151.6% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -14.09% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,048 | $2,173-5.8% | $2,836-27.8% | $2,596-21.1% |
| Participant deferral / active EE | $7,316 | $3,779+93.6% | $4,656+57.1% | $4,027+81.7% |
| Admin fee / account holder | $2,012 | $6,112-67.1% | $7,493-73.2% | $5,403-62.8% |