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 | $163,798 | $99,032+65.4% | $80,019+104.7% | $135,375+21.0% |
| Participation rate | 73.3% | 78.4%-5.0pp | 75.8%-2.5pp | 82.6%-9.3pp |
| Annual return | -5.97% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $735 | $3,043-75.9% | $2,468-70.2% | $4,779-84.6% |
| Participant deferral / active EE | $1,958 | $4,282-54.3% | $3,686-46.9% | $5,609-65.1% |
| Admin fee / account holder | $11,696 | $10,436+12.1% | $6,521+79.4% | $10,827+8.0% |