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 | $121,854 | $71,883+69.5% | $86,677+40.6% | $68,494+77.9% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -2.44% | 3.52%-6.0pp | 35.91%-38.3pp | -7.84%+5.4pp |
| Employer contribution / active EE | $832 | $2,173-61.7% | $2,836-70.7% | $2,596-67.9% |
| Participant deferral / active EE | $4,793 | $3,779+26.8% | $4,656+2.9% | $4,027+19.0% |
| Admin fee / account holder | $17,287 | $6,112+182.8% | $7,493+130.7% | $5,403+220.0% |