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 | $90,030 | $71,883+25.2% | $86,677+3.9% | $68,494+31.4% |
| Participation rate | 78.7% | 72.2%+6.5pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -10.04% | 3.52%-13.6pp | 35.91%-45.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $4,340 | $2,173+99.8% | $2,836+53.0% | $2,596+67.2% |
| Participant deferral / active EE | $4,183 | $3,779+10.7% | $4,656-10.2% | $4,027+3.9% |
| Admin fee / account holder | $4,482 | $6,112-26.7% | $7,493-40.2% | $5,403-17.1% |