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 | $103,065 | $71,883+43.4% | $86,677+18.9% | $68,494+50.5% |
| Participation rate | 91.8% | 72.2%+19.6pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -16.35% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,992 | $2,173-8.3% | $2,836-29.8% | $2,596-23.3% |
| Participant deferral / active EE | $11,334 | $3,779+200.0% | $4,656+143.5% | $4,027+181.4% |
| Admin fee / account holder | $7,851 | $6,112+28.5% | $7,493+4.8% | $5,403+45.3% |