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 | $125,462 | $71,883+74.5% | $86,677+44.7% | $68,494+83.2% |
| Participation rate | 76.7% | 72.2%+4.4pp | 76.6%+0.1pp | 67.9%+8.8pp |
| Annual return | -13.15% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,047 | $2,173-51.8% | $2,836-63.1% | $2,596-59.7% |
| Participant deferral / active EE | $4,527 | $3,779+19.8% | $4,656-2.8% | $4,027+12.4% |
| Admin fee / account holder | $10,185 | $6,112+66.7% | $7,493+35.9% | $5,403+88.5% |