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 | $99,059 | $71,883+37.8% | $86,677+14.3% | $68,494+44.6% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -11.59% | 3.52%-15.1pp | 35.91%-47.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,763 | $2,173+27.1% | $2,836-2.6% | $2,596+6.4% |
| Participant deferral / active EE | $6,433 | $3,779+70.2% | $4,656+38.2% | $4,027+59.7% |
| Admin fee / account holder | $5,498 | $6,112-10.0% | $7,493-26.6% | $5,403+1.8% |