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 | $117,889 | $71,883+64.0% | $86,677+36.0% | $68,494+72.1% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -11.17% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $7,884 | $2,173+262.9% | $2,836+178.0% | $2,596+203.7% |
| Participant deferral / active EE | $4,192 | $3,779+10.9% | $4,656-10.0% | $4,027+4.1% |
| Admin fee / account holder | $12,374 | $6,112+102.5% | $7,493+65.1% | $5,403+129.0% |