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 | $141,146 | $71,883+96.4% | $86,677+62.8% | $68,494+106.1% |
| Participation rate | 89.4% | 72.2%+17.1pp | 76.6%+12.8pp | 67.9%+21.5pp |
| Annual return | -7.89% | 3.52%-11.4pp | 35.91%-43.8pp | -7.84%0pp |
| Employer contribution / active EE | $4,175 | $2,173+92.2% | $2,836+47.2% | $2,596+60.8% |
| Participant deferral / active EE | $2,844 | $3,779-24.7% | $4,656-38.9% | $4,027-29.4% |
| Admin fee / account holder | $4,410 | $6,112-27.8% | $7,493-41.2% | $5,403-18.4% |