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 | $141,302 | $71,883+96.6% | $86,677+63.0% | $68,494+106.3% |
| Participation rate | 90.5% | 72.2%+18.2pp | 76.6%+13.9pp | 67.9%+22.6pp |
| Annual return | -17.79% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,874 | $2,173+216.4% | $2,836+142.4% | $2,596+164.8% |
| Participant deferral / active EE | $5,436 | $3,779+43.9% | $4,656+16.8% | $4,027+35.0% |
| Admin fee / account holder | $34,057 | $6,112+457.2% | $7,493+354.5% | $5,403+530.4% |