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 | $99,423 | $71,883+38.3% | $86,677+14.7% | $68,494+45.2% |
| Participation rate | 88.6% | 72.2%+16.3pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | -15.93% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,737 | $2,173+26.0% | $2,836-3.5% | $2,596+5.4% |
| Participant deferral / active EE | $5,543 | $3,779+46.7% | $4,656+19.1% | $4,027+37.6% |
| Admin fee / account holder | $6,039 | $6,112-1.2% | $7,493-19.4% | $5,403+11.8% |