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 | $100,660 | $71,883+40.0% | $86,677+16.1% | $68,494+47.0% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -16.79% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,692 | $2,173+23.9% | $2,836-5.1% | $2,596+3.7% |
| Participant deferral / active EE | $6,599 | $3,779+74.6% | $4,656+41.7% | $4,027+63.9% |
| Admin fee / account holder | $5,434 | $6,112-11.1% | $7,493-27.5% | $5,403+0.6% |