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 | $78,468 | $71,883+9.2% | $86,677-9.5% | $68,494+14.6% |
| Participation rate | 91.5% | 72.2%+19.3pp | 76.6%+14.9pp | 67.9%+23.6pp |
| Annual return | -15.18% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,802 | $2,173+29.0% | $2,836-1.2% | $2,596+7.9% |
| Participant deferral / active EE | $4,935 | $3,779+30.6% | $4,656+6.0% | $4,027+22.6% |
| Admin fee / account holder | $1,830 | $6,112-70.1% | $7,493-75.6% | $5,403-66.1% |