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 | $118,159 | $71,883+64.4% | $86,677+36.3% | $68,494+72.5% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.8pp |
| Annual return | -18.73% | 3.52%-22.3pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $8,346 | $2,173+284.1% | $2,836+194.3% | $2,596+221.5% |
| Participant deferral / active EE | $5,922 | $3,779+56.7% | $4,656+27.2% | $4,027+47.0% |
| Admin fee / account holder | $4,966 | $6,112-18.7% | $7,493-33.7% | $5,403-8.1% |