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 | $195,925 | $110,094+78.0% | $151,611+29.2% | $68,494+186.0% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -11.00% | -10.12%-0.9pp | 3.33%-14.3pp | -7.84%-3.2pp |
| Employer contribution / active EE | $6,979 | $4,471+56.1% | $6,166+13.2% | $2,596+168.8% |
| Participant deferral / active EE | $14,891 | $6,527+128.1% | $8,363+78.1% | $4,027+269.8% |
| Admin fee / account holder | $1,030 | $7,719-86.7% | $11,616-91.1% | $5,403-80.9% |