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 | $109,045 | $64,707+68.5% | $112,228-2.8% | $68,494+59.2% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -15.25% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $8,698 | $2,746+216.8% | $3,635+139.3% | $2,596+235.0% |
| Participant deferral / active EE | $5,848 | $3,565+64.0% | $4,728+23.7% | $4,027+45.2% |
| Admin fee / account holder | $2,294 | $5,232-56.2% | $6,410-64.2% | $5,403-57.5% |