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 | $107,516 | $71,883+49.6% | $86,677+24.0% | $68,494+57.0% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -16.57% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,786 | $2,173-17.8% | $2,836-37.0% | $2,596-31.2% |
| Participant deferral / active EE | $6,222 | $3,779+64.7% | $4,656+33.6% | $4,027+54.5% |
| Admin fee / account holder | $14,113 | $6,112+130.9% | $7,493+88.3% | $5,403+161.2% |