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 | $154,704 | $71,883+115.2% | $86,677+78.5% | $68,494+125.9% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -9.63% | 3.52%-13.2pp | 35.91%-45.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,705 | $2,173-21.6% | $2,836-39.9% | $2,596-34.3% |
| Participant deferral / active EE | $6,539 | $3,779+73.1% | $4,656+40.5% | $4,027+62.4% |
| Admin fee / account holder | $574 | $6,112-90.6% | $7,493-92.3% | $5,403-89.4% |