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 | $166,504 | $71,883+131.6% | $86,677+92.1% | $68,494+143.1% |
| Participation rate | 89.2% | 72.2%+16.9pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -12.18% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $732 | $2,173-66.3% | $2,836-74.2% | $2,596-71.8% |
| Participant deferral / active EE | $7,995 | $3,779+111.6% | $4,656+71.7% | $4,027+98.5% |
| Admin fee / account holder | $5,167 | $6,112-15.5% | $7,493-31.0% | $5,403-4.4% |