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 | $138,904 | $67,411+106.1% | $91,001+52.6% | $70,131+98.1% |
| Participation rate | 94.0% | 71.4%+22.6pp | 75.6%+18.4pp | 69.5%+24.5pp |
| Annual return | 18.85% | -40.16%+59.0pp | 4.60%+14.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,762 | $1,786+54.7% | $2,456+12.5% | $2,342+17.9% |
| Participant deferral / active EE | $3,628 | $2,823+28.5% | $3,547+2.3% | $3,332+8.9% |
| Admin fee / account holder | $1,852 | $4,236-56.3% | $5,417-65.8% | $4,645-60.1% |