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 | $97,277 | $71,883+35.3% | $86,677+12.2% | $68,494+42.0% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.8pp |
| Annual return | -14.75% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $681 | $2,173-68.7% | $2,836-76.0% | $2,596-73.8% |
| Participant deferral / active EE | $5,401 | $3,779+42.9% | $4,656+16.0% | $4,027+34.1% |
| Admin fee / account holder | $12,946 | $6,112+111.8% | $7,493+72.8% | $5,403+139.6% |