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 | $124,932 | $73,004+71.1% | $90,749+37.7% | $68,494+82.4% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -16.72% | -13.81%-2.9pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $887 | $2,193-59.5% | $2,921-69.6% | $2,596-65.8% |
| Participant deferral / active EE | $4,659 | $3,627+28.5% | $4,564+2.1% | $4,027+15.7% |
| Admin fee / account holder | $3,011 | $5,896-48.9% | $8,445-64.3% | $5,403-44.3% |