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 | $101,352 | $71,883+41.0% | $86,677+16.9% | $68,494+48.0% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -16.50% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $745 | $2,173-65.7% | $2,836-73.7% | $2,596-71.3% |
| Participant deferral / active EE | $5,273 | $3,779+39.6% | $4,656+13.3% | $4,027+30.9% |
| Admin fee / account holder | $10,038 | $6,112+64.2% | $7,493+34.0% | $5,403+85.8% |