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 | $124,534 | $71,883+73.2% | $86,677+43.7% | $68,494+81.8% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -18.74% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $957 | $2,173-56.0% | $2,836-66.3% | $2,596-63.1% |
| Participant deferral / active EE | $3,850 | $3,779+1.9% | $4,656-17.3% | $4,027-4.4% |
| Admin fee / account holder | $11,389 | $6,112+86.4% | $7,493+52.0% | $5,403+110.8% |