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 | $117,770 | $73,004+61.3% | $90,749+29.8% | $68,494+71.9% |
| Participation rate | 97.0% | 70.8%+26.2pp | 75.7%+21.3pp | 67.9%+29.1pp |
| Annual return | -16.25% | -13.81%-2.4pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,447 | $2,193+11.6% | $2,921-16.2% | $2,596-5.7% |
| Participant deferral / active EE | $4,756 | $3,627+31.1% | $4,564+4.2% | $4,027+18.1% |
| Admin fee / account holder | $3,408 | $5,896-42.2% | $8,445-59.6% | $5,403-36.9% |