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 | $143,207 | $64,707+121.3% | $112,228+27.6% | $68,494+109.1% |
| Participation rate | 98.4% | 67.2%+31.2pp | 75.1%+23.3pp | 67.9%+30.5pp |
| Annual return | 1.09% | -11.40%+12.5pp | 27.45%-26.4pp | -7.84%+8.9pp |
| Employer contribution / active EE | $2,605 | $2,746-5.1% | $3,635-28.3% | $2,596+0.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $766 | $5,232-85.4% | $6,410-88.0% | $5,403-85.8% |