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 | $134,392 | $71,883+87.0% | $86,677+55.0% | $68,494+96.2% |
| Participation rate | 90.6% | 72.2%+18.3pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -16.60% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,629 | $2,173+21.0% | $2,836-7.3% | $2,596+1.2% |
| Participant deferral / active EE | $4,648 | $3,779+23.0% | $4,656-0.2% | $4,027+15.4% |
| Admin fee / account holder | $4,882 | $6,112-20.1% | $7,493-34.8% | $5,403-9.6% |