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 | $127,525 | $71,883+77.4% | $86,677+47.1% | $68,494+86.2% |
| Participation rate | 81.4% | 72.2%+9.2pp | 76.6%+4.8pp | 67.9%+13.5pp |
| Annual return | -17.33% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,771 | $2,173-18.5% | $2,836-37.6% | $2,596-31.8% |
| Participant deferral / active EE | $4,056 | $3,779+7.3% | $4,656-12.9% | $4,027+0.7% |
| Admin fee / account holder | $6,023 | $6,112-1.5% | $7,493-19.6% | $5,403+11.5% |