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 | $115,310 | $71,883+60.4% | $86,677+33.0% | $68,494+68.3% |
| Participation rate | 97.3% | 72.2%+25.1pp | 76.6%+20.7pp | 67.9%+29.4pp |
| Annual return | -14.63% | 3.52%-18.2pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $8,168 | $2,173+275.9% | $2,836+188.0% | $2,596+214.6% |
| Participant deferral / active EE | $11,224 | $3,779+197.0% | $4,656+141.1% | $4,027+178.7% |
| Admin fee / account holder | $10,284 | $6,112+68.3% | $7,493+37.2% | $5,403+90.3% |