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 | $100,949 | $71,883+40.4% | $86,677+16.5% | $68,494+47.4% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -8.84% | 3.52%-12.4pp | 35.91%-44.7pp | -7.84%-1.0pp |
| Employer contribution / active EE | $3,704 | $2,173+70.5% | $2,836+30.6% | $2,596+42.7% |
| Participant deferral / active EE | $2,380 | $3,779-37.0% | $4,656-48.9% | $4,027-40.9% |
| Admin fee / account holder | $5,406 | $6,112-11.5% | $7,493-27.9% | $5,403+0.1% |