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 | $110,485 | $59,805+84.7% | $79,550+38.9% | $68,494+61.3% |
| Participation rate | 93.5% | 61.1%+32.5pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -18.35% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $956 | $1,505-36.5% | $2,413-60.4% | $2,596-63.2% |
| Participant deferral / active EE | $6,357 | $3,024+110.2% | $3,985+59.5% | $4,027+57.8% |
| Admin fee / account holder | $8,580 | $4,835+77.5% | $6,832+25.6% | $5,403+58.8% |